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30 South 17Th Street, Philadelphia, PA 19103-4196 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-01-14 |
Branch Locations
30 South 17Th Street, Philadelphia, PA 19103-4196 • United States
162 Main Street, Harleysville, PA 19438 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Collegeville | PA | 09/2016 | 12/2017 |
| Wells Fargo Advisors, Llc | Collegeville | PA | 09/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Collegeville | PA | 11/2016 | 12/2017 |
| Cuso Financial Services, Lp | San Diego | CA | 12/2017 | 06/2018 |
| Citizens Securities Inc. | Lansdale | PA | 08/2018 | 06/2020 |
| Citizens Bank | Lansdale | PA | 08/2018 | 06/2020 |
| Allstate Insurance Company | Doylestown | PA | 06/2020 | 12/2021 |
| Wescott Financial Advisory Group Llc | Philadelphia | PA | 12/2021 | Present |
| Asset Planning Services | Harleysville | PA | 02/2021 | 12/2021 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-12-22 |
| S65 | Uniform Investment Adviser Law Examination | 2010-12-13 |
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