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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-05-09 |
| FL | RA | APPROVED | 2023-05-08 |
| TX | RA | APPROVED_RES | 2021-10-29 |
| NY | RA | APPROVED | 2021-06-28 |
| NJ | RA | APPROVED | 2006-06-27 |
Branch Locations
1166 Avenue Of The Americas 21St Floor, New York, NY 10036 • 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 Inc. | New York | NY | 06/1996 | Present |
Natalie Squassi Cancer Foundation, New York, NY; Not Investment Related; Nature: 501cs Foundation established to raise money for Cancer Research American Cancer Society and Susan Koman and Ronald McDonald House; Title/Position: Board Member; Duties: Support a variety of fund raising events, such as Fashion shows, sponsoring of a walk for the cure event, solicitation of corporate and individual sponsors, and annual picnic events. Not compensated.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1989-03-01 |
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