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30 South 17Th Street, Philadelphia, PA 19103-4196 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-01-13 |
Branch Locations
30 South 17Th Street, Philadelphia, PA 19103-4196 • United States
162 Main Street, Harleysville, PA 19438 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Asset Planning Services | Harleysville | PA | 08/1991 | 01/2022 |
| Wescott Financial Advisory Group Llc | Philadelphia | PA | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-19 |
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