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Joseph Michael Purcell

Wissahickon Wealth Management LLC

Philadelphia, PA

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Current Employers
Wissahickon Wealth Management Llc

2929 Arch Street Suite 1700, Philadelphia, PA 19104 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2017-11-16
PA RA APPROVED 2017-09-21
  • DE RA
    APPROVED
    Since 2017-11-16
  • PA RA
    APPROVED
    Since 2017-09-21

Branch Locations

2929 Arch Street Suite 1700, Philadelphia, PA 19104 • 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
Merrill Lynch, Pierce, Fenner And Smith Incorporated Philadelphia PA 04/2012 09/2017
Bank Of America, N.A. Philadelphia PA 02/2016 09/2017
Wissahickon Wealth Management Llc Philadelphia PA 09/2017 Present
  • 04/2012 → 09/2017
    Merrill Lynch, Pierce, Fenner And Smith Incorporated
    Philadelphia, PA
  • 02/2016 → 09/2017
    Bank Of America, N.A.
    Philadelphia, PA
  • 09/2017 → Present
    Wissahickon Wealth Management Llc
    Philadelphia, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-03-15
  • S66 Uniform Combined State Law Examination
    2010-03-15
Designations

View on SEC IAPD

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