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Daniel James Esquirell

Wescott Financial Advisory Group LLC

Philadelphia, PA

Harleysville, PA

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Current Employers
Wescott Financial Advisory Group Llc

30 South 17Th Street, Philadelphia, PA 19103-4196 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-01-13
TX RA APPROVED 2022-01-13
  • PA RA
    APPROVED
    Since 2022-01-13
  • TX RA
    APPROVED
    Since 2022-01-13

Branch Locations

30 South 17Th Street, Philadelphia, PA 19103-4196 • United States

162 Main Street, Harleysville, PA 19438 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Asset Planning Services, Ltd Harleysville PA 06/2006 12/2021
Wescott Financial Advisory Group Llc Philadelphia PA 01/2022 Present
Previous Registrations
  • 2007-03-21 → 2021-12-31
    Asset Planning Services Ltd.
    Harleysville, PA
  • 2000-04-03 → 2006-05-02
    Independence Advisors Inc
    Wayne, PA
Designations

View on SEC IAPD

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