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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-04-02 |
| FL | RA | APPROVED | 2019-03-29 |
| TX | RA | APPROVED_RES | 2019-03-29 |
Branch Locations
2128 High House Road Suite 201, Cary, NC 27519 • United States
Madeira Beach, FL • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Cary | NC | 07/2008 | 03/2019 |
| Bank Of America, N.A. | Cary | NC | 06/2011 | 03/2019 |
| Janney Montgomery Scott Llc | Raleigh | NC | 03/2019 | 07/2019 |
| Janney Montgomery Scott Llc | Cary | NC | 07/2019 | Present |
Self - Vacation Home, 320 Medallion Blvd Unit F, Madeira Beach, FL 33708; start date: 07/28/2020; Unit is primarily for personal use - on rare occasion may rent out; not investment-related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-28 |
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