Philadelphia Advisors


Other States

You may live in one place, but have clients all over the place. This holds particularly true for industries such as financial markets and insurance. Letting us know what states you do business in is will help us better direct inquiries to you.

As a general rule, most professions are regulated in some way or another (i.e. you need a license to do business in a particular state). If you are not licensed to practice law, sell real estate, or perform accounting services in a particular state, you should not declare that state an "other state." Likewise, if you are a securities or insurance professional, you should only check "other states" for which you are either licensed or appointed (i.e. those states that FINRA or a state regulatory agency has approved you to do business in). If you have colleagues or partners in other states who you frequently refer business to, you may check those states - however, please make sure that your referrals comply with applicable laws.