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Susan Mary Green

Wescott Financial Advisory Group LLC

Philadelphia, PA

Cinnaminson, 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 2024-09-27
TX RA APPROVED 2022-01-13
PA RA APPROVED 2015-03-26
  • NJ RA
    APPROVED
    Since 2024-09-27
  • TX RA
    APPROVED
    Since 2022-01-13
  • PA RA
    APPROVED
    Since 2015-03-26

Branch Locations

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

Cinnaminson, 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
Wescott Financial Advisory Group Llc Philadelphia PA 06/2013 Present
Designations

View on SEC IAPD

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