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Robert A Bap-Wasko

Wescott Financial Advisory Group LLC

Philadelphia, PA

Voorhees, NJ

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Current Employers
Wescott Financial Advisory Group Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-10-04
PA RA APPROVED 2016-10-28
  • NJ RA
    APPROVED
    Since 2024-10-04
  • PA RA
    APPROVED
    Since 2016-10-28

Branch Locations

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

Voorhees, NJ • 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
H.D. Vest Investment Services Holland PA 09/2013 09/2016
Independent Tax & Financial Planners, P.C. Holland PA 10/2002 09/2016
Wescott Financial Advisory Group Llc Philadelphia PA 10/2016 Present
  • 09/2013 → 09/2016
    H.D. Vest Investment Services
    Holland, PA
  • 10/2002 → 09/2016
    Independent Tax & Financial Planners, P.C.
    Holland, PA
  • 10/2016 → Present
    Wescott Financial Advisory Group Llc
    Philadelphia, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-12-14
  • S63 Uniform Securities Agent State Law Examination
    2013-12-14
Designations
Other Names
  • Robert A Waskiewicz

View on SEC IAPD

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