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Arvada, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Asset Planning Services Ltd. | Harleysville | PA | 10/2014 | 06/2019 |
| Asset Planning Services Ltd. | Harleysville | PA | 07/2019 | 12/2021 |
| Wescott Financial Advisory Group Llc | Philadelphia | PA | 01/2022 | 03/2024 |
| Commonwealth Financial Network | Waltham | MA | 04/2024 | 03/2025 |
| Milestone Financial Associates, Llc | Macungie | PA | 04/2024 | 03/2025 |
| Thrive Wealth Management, Llc | Audubon | PA | 05/2025 | 01/2026 |
| Q3 Advisors, Llc | Arvada | CO | 03/2026 | Present |
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