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Investment Adviser Firm Summary

WEALTHCARE CAPITAL MANAGEMENT LLC (CRD# 111119 / SEC# 801-60183)
Alternate Names: FINANCEWARE, INC. , FINANCEWARE, INC. DBA CR WEALTH MANAGEMENT GROUP , FINANCEWARE, INC. DBA THE CULLY WEALTH MANAGEMENT GROUP , FINANCEWARE, INC. DBA WEALTHCARE CAPITAL MANAGEMENT , FINANCEWARE, INC. DBA WEALTHCARE CAPITAL MANAGEMENT RETIREMENT SERVICES , FINANCIAL LIFE DESIGNS , FPA SECURITIES, INC. , HESSENFLOW FINANCIAL PLANNING , PERSONAL FINANCIAL EXPERIENCES LLC , SIGHTLINE INVESTMENTS, A DIVISION OF WEALTHCARE CAPITAL MANAGEMENT LLC , THORNTON WEALTH MANAGEMENT , WEALTHCARE CAPITAL MANAGEMENT LLC , WEALTHCARE CAPITAL MANAGEMENT LLC DBA CAREWELL , WEALTHCARE CAPITAL MANAGEMENT LLC DBA JSW FINANCIAL , WEALTHCARE CAPITAL MANAGEMENT, INC. , YOUNG FINANCIAL GROUP

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 04/19/2001

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
Alabama 04/19/2001
Arizona 04/19/2001
California 04/19/2001
Colorado 04/19/2001
Delaware 07/10/2003
District of Columbia 04/19/2001
Florida 04/19/2001
Georgia 04/19/2001
Hawaii 04/19/2001
Idaho 04/19/2001
Illinois 05/04/2001
Indiana 04/19/2001
Iowa 04/19/2001
Kentucky 04/19/2001
Louisiana 04/19/2001
Maine 04/19/2001
Maryland 04/19/2001
Massachusetts 04/19/2001
Michigan 04/19/2001
Minnesota 04/19/2001
Missouri 04/19/2001
Nebraska 04/19/2001
Nevada 04/19/2001
New Hampshire 04/19/2001
New Jersey 04/19/2001
New York 04/19/2001
North Carolina 04/19/2001
Ohio 04/19/2001
Oregon 04/19/2001
Pennsylvania 04/19/2001
South Carolina 04/19/2001
Tennessee 07/31/2001
Texas 06/26/2001
Utah 04/20/2001
Vermont 04/19/2001
Virginia 04/19/2001
Washington 04/19/2001
West Virginia 04/19/2001
Wisconsin 04/19/2001

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser