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30 South 17Th Street, Philadelphia, PA 19103-4196 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-06-08 |
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 07/2017 | 06/2019 |
| The Vanguard Group, Inc. | Malvern | PA | 06/2019 | 09/2019 |
| Quality Community Living, Inc. | Presto | PA | 12/2014 | 12/2016 |
| University Of Pittsburgh | Pittsburgh | PA | 08/2013 | 05/2017 |
| Mutual Securities, Inc. | Camarillo | CA | 11/2019 | 01/2021 |
| Certior Financial Group, Llc. | King Of Prussia | PA | 11/2019 | 10/2021 |
| Wescott Financial Advisory Group Llc | Philadelphia | PA | 05/2022 | Present |
| Quality Community Living, Inc. | Presto | PA | 09/2019 | Present |
| Wescott Financial Advisory Group Llc | Philadelphia | PA | 10/2021 | 05/2022 |
1. Insurance Agent (PA Life, Accident and Health), Start Date: 10/2020, Not Investment Related, 0 Hours per month, 0 Hour per day during trading hours. 2. Quality Community Living, Inc., Presto Pennsylvania, Start Date: 09/2019, Not Investment Related, 5 Hours per month, 0 Hour per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-12 |
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