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30 South 17Th Street, Philadelphia, PA 19103-4196 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-09-23 |
Branch Locations
30 South 17Th Street, Philadelphia, PA 19103-4196 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bloomberg Lp | San Francisco | CA | 09/2016 | 03/2017 |
| Bloomberg Lp | San Francisco | CA | 06/2015 | 09/2016 |
| Discoverorg | Philadelphia | PA | 10/2017 | 12/2017 |
| Lincoln Financial Group | Radnor | PA | 12/2017 | 01/2020 |
| Jdog | Berwyn | PA | 05/2017 | 09/2017 |
| Raymond James & Associates, Inc. | Devon | PA | 01/2020 | 08/2022 |
| Door Dash | Philadelphia | PA | 12/2020 | 05/2021 |
| Wells Fargo Clearing Services, Llc | Philadelphia | PA | 08/2022 | 09/2024 |
| Wells Fargo Advisors | Philadelphia | PA | 08/2022 | 09/2024 |
| Wescott Financial Advisory Group Llc | Philadelphia | PA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-09 |
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