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Investment Adviser Firm Summary

WEALTHPLAN PARTNERS, INC. (CRD# 158935 / SEC# 801-72705)
Alternate Names: CENTERLINE FINANCIAL , COBLE MCCUNE WEALTH MANGEMENT , FELTZ WEALTHPLAN , FELTZ WEALTHPLAN, INC. , FINANCIAL SOLUTIONS, INC. , FIT WEALTH ADVISORS , GEORGIA BANK & TRUST , HAMILTON WEALTH MANAGEMENT , INDEPENDENT INVESTMENT SERVICES , KECHELY WEALTH MANAGEMENT , MASINMISKO , MORAVEC FINANCIAL ADVISORS, INC. , PROVIDENCE WEALTH PLANNING , SILVERLEAF WEALTH MANAGEMENT , SUNDANCE INVESTMENTS , THE PREFERRED CLIENT GROUP , VIZIONARY WEALTH MANAGEMENT , WEALTH PLAN ADVANTAGE , WEALTHPLAN NETWORK , WEALTHPLAN PARTNERS , WEALTHPLAN PARTNERS, INC.

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 09/13/2011

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 08/08/2014
Arizona 09/13/2011
Arkansas 09/13/2011
California 09/13/2011
Colorado 09/13/2011
Connecticut 02/19/2014
Delaware 02/13/2018
Florida 02/13/2018
Georgia 03/24/2015
Hawaii 03/29/2017
Illinois 09/13/2011
Indiana 09/13/2011
Iowa 09/13/2011
Kansas 09/13/2011
Louisiana 03/28/2016
Maryland 02/19/2014
Massachusetts 03/24/2015
Michigan 09/13/2011
Minnesota 09/13/2011
Missouri 09/13/2011
Montana 03/24/2015
Nebraska 09/13/2011
Nevada 03/29/2017
New Jersey 03/06/2014
New Mexico 08/08/2014
New York 08/08/2014
North Carolina 09/13/2011
Ohio 08/08/2014
Oklahoma 11/08/2016
Oregon 09/13/2011
Pennsylvania 09/13/2011
South Carolina 02/19/2014
South Dakota 09/16/2011
Tennessee 03/28/2016
Texas 09/13/2011
Virginia 08/08/2014
Washington 09/13/2011
Wisconsin 03/24/2015

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