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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-05-09 |
| MD | RA | APPROVED | 2024-04-25 |
| NJ | RA | APPROVED | 2024-04-25 |
| TX | RA | APPROVED | 2024-04-25 |
Branch Locations
1255 23Rd Street Nw Suite 810, Washington, DC 20037-1102 • United States
4340 East-West Hwy. Suite 1130, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc / Wells Fargo Advisors Llc | Bethesda | MD | 09/2009 | 04/2024 |
| Janney Montgomery Scott Llc | Bethesda | MD | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-14 |
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