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2725 Colonial Ave, Erie, PA 16506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-10 |
Branch Locations
101 W Elm St Suite 350, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc | Malvern | PA | 06/2021 | 08/2022 |
| Salesianum High School | Wilmington | DE | 03/2021 | 06/2021 |
| Commonwealth Trust Company | Wilmington | DE | 06/2019 | 08/2019 |
| Key Financial Inc. | West Chester | PA | 06/2017 | 08/2017 |
| Salesianum High School | Wilmington | DE | 03/2020 | 04/2020 |
| University Of Delaware | Newark | DE | 08/2016 | 05/2020 |
| Saint Joseph's University | Philadelphia | PA | 05/2020 | 07/2021 |
| Key Financial Inc. | West Chester | PA | 01/2018 | 02/2018 |
| The Vanguard Group, Inc. | Malvern | PA | 08/2022 | 01/2023 |
| Wescott Financial Advisory Group Llc | Philadelphia | PA | 01/2023 | 02/2026 |
| Hbks Wealth Advisors | Conshohocken | PA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-16 |
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