Whitney G Hartstone Parry

Current Employers

Employment History

• 05/2021 → 01/2023
  University Of Pennsylvania
  Philadelphia, PA
• 07/2018 → 05/2021
  Columbia University Irving Medical Center
  New York, NY
• 09/2014 → 05/2018
  Columbia University
  New York, NY
• 01/2023 → 09/2025
  Avantax Investment Services Inc.
  Philadelphia, PA
• 01/2023 → 09/2025
  Avantax Advisory Services
  Philadelphia, PA
• 01/2023 → Present
  Hartstone Business And Financial Services
  Philadelphia, PA
• 05/2018 → 07/2018
  Unemployed
  New York, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-05-26 → 2025-09-05
  Avantax Advisory Services
  Philadelphia, PA
  Princeton, NJ
  Boston, MA
  Dallas, TX

Other Businesses

HARTSTONE BUSINESS AND FINANCIAL SERVICES; POSITION: Financial Assistant NATURE: 1. Financial services2. Life insurance3. Business consulting??4. Tax preparation5. Accounting INVESTMENT RELATED: Yes NUMBER OF HOURS: 168 SECURITIES TRADING HOURS: 130 START DATE: 01/09/2023; ADDRESS: 1 Avery Street, Unit 15F, Boston MA 02111, United States; DESCRIPTION: 1. Assist owner/financial professional in daily operations2. Maintain client files3. Contact clients on administrative matters4. Distribute the approved literature5. Help prepare and submit the advertising/sales literature for the financial professional

Exams

• S66 Uniform Combined State Law Examination
  2023-05-26

Other Names

• Whitney Gabrielle Hartstone
• Whitney Parry
• Whitney G Parry
• Whitney Gabrielle Hartstone Parry
• Whitney Gh Parry