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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 2023-12-07
  • PA RA
    APPROVED
    Since 2023-12-07

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
Wescott Financial Advisory Group Llc Philadelphia PA 08/2023 Present
Bny Mellon Wealth Management Philadelphia PA 12/2021 08/2023
Universal Health Services, Inc. King Of Prussia PA 10/2017 12/2021
Pda Philadelphia PA 10/2015 10/2017
Southern New Hampshire Manchester NH 08/2018 05/2021
  • 08/2023 → Present
    Philadelphia, PA
  • 12/2021 → 08/2023
    Bny Mellon Wealth Management
    Philadelphia, PA
  • 10/2017 → 12/2021
    Universal Health Services, Inc.
    King Of Prussia, PA
  • 10/2015 → 10/2017
    Pda
    Philadelphia, PA
  • 08/2018 → 05/2021
    Southern New Hampshire
    Manchester, NH
Designations

View on SEC IAPD

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