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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-12 |
| OH | RA | APPROVED | 2024-10-29 |
| TX | RA | APPROVED | 2024-10-24 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Investment Services, Llc. | Mansfield | OH | 08/2016 | 10/2024 |
| Kestra Advisory Services, Llc. | Mansfield | OH | 08/2016 | 10/2024 |
| Janney Montgomery Scott Llc | Mansfield | OH | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-01-28 |
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