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RIA / WealthAdvisorCertified Financial Planner10 years in industry

REBECCA IACOPELLI

Advisor at WESCOTT FINANCIAL ADVISORY GROUP LLC

PHILADELPHIA, PA | Riverton, NJ

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Search this name across graphsid dfx:ria:79386f64-73da-3e03-5b80-03df847fd614

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 2, 2016 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WESCOTT FINANCIAL ADVISORY GROUP LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 27, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S65
First exam: Jan 27, 2016
First registration: Mar 2, 2016
Dual registered: no
Other names: Rebecca Lehmann|Rebecca E. Lehmann
IAPD individual key: 6563526

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WESCOTT FINANCIAL ADVISORY GROUP LLC	Independent wealth	May 20, 2021	n/a	yes	PHILADELPHIA, PA\|Riverton, NJ	Current employment
Facet	Independent wealth	Sep 20, 2019	Jan 16, 2020	no	Cinnaminson, NJ\|WEST PALM BEACH, FL	Previous registration
MAIN STREET FINANCIAL LIFE ADVISORS, LLC	Former SEC adviser	Dec 27, 2016	Dec 18, 2019	no	MOORESTOWN, NJ	Previous registration
AVIANCE CAPITAL PARTNERS LLC	Independent wealth	Mar 2, 2016	Jun 16, 2016	no	NAPLES, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Facet	WESCOTT FINANCIAL ADVISORY GROUP LLC	Jan 16, 2020	May 20, 2021	490	Firm change after gap	RIA to RIA
MAIN STREET FINANCIAL LIFE ADVISORS, LLC	Facet	Dec 18, 2019	Sep 20, 2019	-89	Firm change after gap	RIA to RIA
AVIANCE CAPITAL PARTNERS LLC	MAIN STREET FINANCIAL LIFE ADVISORS, LLC	Jun 16, 2016	Dec 27, 2016	194	Firm change	Other

Relationships

Registered with (4)

→ WESCOTT FINANCIAL ADVISORY GROUP LLCRegistered adviserregistration: current employment
May 20, 2021 to presentfactForm ADV
→ FACETRegistered adviserregistration: previous registration
Sep 20, 2019 to Jan 16, 2020factForm ADV
→ MAIN STREET FINANCIAL LIFE ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 27, 2016 to Dec 18, 2019factForm ADV
→ AVIANCE CAPITAL PARTNERS LLCRegistered adviserregistration: previous registration
Mar 2, 2016 to Jun 16, 2016factForm ADV

Dated events

No dated event names this entity yet.