DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Craig Fishel

Wealthcare Advisory Partners LLCBD affiliatedWest Chester, Pa IA-onlyIAPD 6946220

Feed of 09/14/2026

Also filed as Craig Anthony Fishel

At current firm

0 y

since Jul 28, 2026

In the industry

14 y

since Jul 1, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Wealthcare Advisory Partners LLC BD affiliated current
since Jul 28, 2026 · Winston-Salem, Nc
Edward Jones national BD
Jan 29, 2024 to Jun 12, 2025 · St Louis, Mo
Park Avenue Securities LLC BD affiliated
Apr 13, 2023 to Jan 31, 2024 · Winston-Salem, Nc
Pruco Securities, LLC no RAUM
May 15, 2020 to Mar 10, 2023 · Charlotte, Nc
Edward Jones national BD
Jul 24, 2018 to Apr 20, 2020 · Advance, Nc

Moves

a registration end followed by a registration begin elsewhere

Edward Jones to Wealthcare Advisory Partners LLC
left Jun 12, 2025, registered Jul 28, 2026 (411 days) · Affiliated broker-dealer or bank to another
Park Avenue Securities LLC to Edward Jones
left Jan 31, 2024, registered Jan 29, 2024 (-2 days) · Affiliated broker-dealer or bank to another
Pruco Securities, LLC to Park Avenue Securities LLC
left Mar 10, 2023, registered Apr 13, 2023 (34 days) · Affiliated broker-dealer or bank to another
Edward Jones to Pruco Securities, LLC
left Apr 20, 2020, registered May 15, 2020 (25 days) · Affiliated broker-dealer or bank to another

Signals

Craig Fishel left Edward Jones for Wealthcare Advisory Partners Llc (registered 2026-07-28)
Jun 12, 2025 · Advisor changed firm · fact
Craig Fishel left Park Avenue Securities Llc for Edward Jones (registered 2024-01-29)
Jan 31, 2024 · Advisor changed firm · fact
Craig Fishel left Pruco Securities, Llc for Park Avenue Securities Llc (registered 2023-04-13)
Mar 10, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address