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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2022-04-08 |
| NJ | RA | APPROVED | 2015-03-10 |
| TX | RA | APPROVED_RES | 2010-08-02 |
| NC | RA | APPROVED | 2009-06-05 |
Branch Locations
4140 Parklake Avenue Glenlake One, Suite 300, Raleigh, NC 27612 • United States
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 |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Raleigh | NC | 05/2009 | Present |
1. Twoblue Partners LLC, Raleigh, NC; Not Investment Related; Nature: LLC holding Real Estate; Position/Title: Joint Owner/Manager - Privately owned Jointly owned real estate LLC for liability protection only; Duties: Pay the bills and maintain the property; Devotes 2 hr/month. 2. North Raleigh Presbyterian Church, Raleigh, NC. Member of Session -Building and Grounds committee (01/2024) - the ruling and governing body of the church. Not compensated, not investment related, 8 hours/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-09 |
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