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Charles Howard Johnston

Wescott Financial Advisory Group LLC

Philadelphia, PA

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Current Employers
Wescott Financial Advisory Group Llc

30 South 17Th Street, Philadelphia, PA 19103-4196 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-08-25
  • PA RA
    APPROVED
    Since 2023-08-25

Branch Locations

30 South 17Th Street, Philadelphia, PA 19103-4196 • 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
Nylife Securities Llc Bala Cynwyd PA 04/2020 03/2022
New York Life Insurance Bala Cynwyd PA 11/2019 03/2022
Olive Garden Wyomissing PA 10/2018 01/2019
Ufinancial Philadelphia PA 09/2018 10/2019
Northwestern Mutual King Of Prussia PA 03/2018 08/2018
Ursinus College Collegeville PA 08/2015 12/2019
Chick Fil A Reading PA 06/2014 08/2017
The Vanguard Group, Inc. Malvern PA 05/2022 08/2023
Pennhurst Asylum Spring City PA 09/2017 10/2017
Movie Tavern Collegeville Collegeville PA 11/2016 12/2016
Self Employed Reading PA 07/2019 08/2019
Unemployed Ardmore PA 04/2022 05/2022
Wescott Financial Advisory Group Llc Philadelphia PA 08/2023 Present
Vanguard Marketing Corporation Malvern PA 06/2022 08/2023
Vanguard Advisers, Inc. Malvern PA 08/2022 08/2023
  • 04/2020 → 03/2022
    Nylife Securities Llc
    Bala Cynwyd, PA
  • 11/2019 → 03/2022
    New York Life Insurance
    Bala Cynwyd, PA
  • 10/2018 → 01/2019
    Olive Garden
    Wyomissing, PA
  • 09/2018 → 10/2019
    Ufinancial
    Philadelphia, PA
  • 03/2018 → 08/2018
    Northwestern Mutual
    King Of Prussia, PA
  • 08/2015 → 12/2019
    Ursinus College
    Collegeville, PA
  • 06/2014 → 08/2017
    Chick Fil A
    Reading, PA
  • 05/2022 → 08/2023
    The Vanguard Group, Inc.
    Malvern, PA
  • 09/2017 → 10/2017
    Pennhurst Asylum
    Spring City, PA
  • 11/2016 → 12/2016
    Movie Tavern Collegeville
    Collegeville, PA
  • 07/2019 → 08/2019
    Self Employed
    Reading, PA
  • 04/2022 → 05/2022
    Unemployed
    Ardmore, PA
  • 08/2023 → Present
    Philadelphia, PA
  • 06/2022 → 08/2023
    Vanguard Marketing Corporation
    Malvern, PA
  • 08/2022 → 08/2023
    Malvern, PA
Previous Registrations
Other Businesses

1) 12/2021 Rental Property; Non-Investment Related; Ardmore, PA ; Landlord ; Approx 2 hours a month ; 0 hours during trading 2) 1/2018 Independent Licensed Insurance Agent; Investment Related Ardmore, PA; Life/Accident/Health 3) 01/2022 Ardmore Business Association ; Non-Investment Related Business ; Ardmore, PA ; Board Member; Approx 3 hours a month; 0 hours during trading ; hosting and planning community events as well as promote local businesses

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-17
S63 Uniform Securities Agent State Law Examination 2020-06-18
  • S66 Uniform Combined State Law Examination
    2022-08-17
  • S63 Uniform Securities Agent State Law Examination
    2020-06-18
Designations
Other Names
  • Charles H Johnston
  • Chad Johnston
  • Charles Johnston
  • Charles Howard Johnston

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