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Advisor at WEALTHCARE CAPITAL MANAGEMENT LLC
WEST CHESTER, PA | RICHMOND, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| WEALTHCARE ADVISORY PARTNERS LLC | Bd affiliated wealth | Feb 8, 2024 | n/a | yes | WEST CHESTER, PA | Current employment |
| WEALTHCARE CAPITAL MANAGEMENT LLC | Independent wealth | Nov 18, 2023 | n/a | yes | RICHMOND, VA|WEST CHESTER, PA | Current employment |
| AFFINITY WEALTH MANAGEMENT LLC | Former SEC adviser | Nov 4, 2011 | Feb 1, 2013 | no | WILMINGTON, DE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AFFINITY WEALTH MANAGEMENT LLC | WEALTHCARE CAPITAL MANAGEMENT LLC | Feb 1, 2013 | Nov 18, 2023 | 3,942 | Firm change after gap | Other |