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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2026-03-25 |
| MD | RA | APPROVED | 2026-03-25 |
| TX | RA | APPROVED | 2026-03-25 |
Branch Locations
409 Washington Avenue Suite 815, Towson, MD 21204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Towson | MD | 08/2013 | 01/2021 |
| Charles Schwab Investment Advisory | Towson | MD | 01/2020 | 01/2021 |
| Fidelity Investments | Greenville | DE | 01/2021 | 03/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 03/2026 |
| Janney Montgomery Scott Llc | Towson | MD | 03/2026 | 06/2026 |
| Janney Montgomery Scott Llc | Towson | MD | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-30 |
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