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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-01-02 |
| WV | RA | APPROVED | 2023-12-20 |
| MD | RA | APPROVED | 2023-12-15 |
| NC | RA | APPROVED | 2023-12-15 |
| SC | RA | APPROVED | 2023-12-15 |
| TX | RA | APPROVED_RES | 2023-12-15 |
| VA | RA | APPROVED | 2023-12-15 |
Branch Locations
1800 Diagonal Road Suite 550, Alexandria, VA 22314 • United States
1255 23Rd Street Nw Suite 810, Washington, DC 20037-1102 • United States
4340 East-West Hwy. Suite 1130, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Investment Services, Inc. | Washington | DC | 11/2012 | 01/2020 |
| Bb&T Securities, Llc | Washington | DC | 01/2018 | 01/2020 |
| United Brokerage Services Inc | Parkersburg | WV | 01/2020 | 12/2023 |
| Janney Montgomery Scott Llc | Washington | DC | 12/2023 | 01/2024 |
| Janney Montgomery Scott Llc | Washington | DC | 01/2024 | Present |
1. Frederick County Landmarks Foundation Preservation, Frederick, MD. Volunteer (09/2016) at fundraising events. Not compensated, not investment related, 2 hours/month. 2. Inspired, LLC, Frederic, MD. Member/Partner (11/2018) with spouse esthetics business. Not compensated, not investment related. 3. The Stull Group, LLC, Frederick, MD. Member/Partner (11/2018) - Air B&B Rental Property. Not investment related, rental income, 3 hours/month. 4. Habitat for Humanity, Frederick, MD. Volunteer (08/2024) - Fundraising events. Not compensated, not investment related, 2 hours/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1990-03-06 |
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