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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-01-19 |
| CA | RA | APPROVED | 2022-06-07 |
Branch Locations
60 State Street Suite 1350, Boston, MA 02109-1803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P Morgan Securities Inc. | Boston | MA | 06/2010 | 06/2022 |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 10/2010 | 06/2022 |
| Janney Montgomery Scott Llc | Boston | MA | 06/2022 | 12/2023 |
| Janney Montgomery Scott Llc | Boston | MA | 12/2023 | 09/2024 |
| Janney Montgomery Scott Llc | Boston | MA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-27 |
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