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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-08-08 |
| TX | RA | APPROVED_RES | 2022-08-04 |
| CT | RA | APPROVED | 2022-08-03 |
Branch Locations
60 State Street Suite 1350, Boston, MA 02109-1803 • 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 And Smith Incorporated | Wellesley Hills | MA | 10/2009 | 11/2019 |
| Wells Fargo Clearing Services, Llc | Boston | MA | 12/2019 | 08/2022 |
| Janney Montgomery Scott Llc | Boston | MA | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1989-02-23 |
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