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David Brian Lafferty

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 2001-05-03
  • PA RA
    APPROVED
    Since 2001-05-03

Branch Locations

30 S. 17H Street, Philadelphia, PA 19103 • 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 10/2000 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-10-24
S63 Uniform Securities Agent State Law Examination 1989-05-23
  • S65 Uniform Investment Adviser Law Examination
    1997-10-24
  • S63 Uniform Securities Agent State Law Examination
    1989-05-23
Designations

View on SEC IAPD

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