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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-09-08 |
| PA | RA | APPROVED | 2020-09-04 |
Branch Locations
500 W Office Center Dr Ste 400, Fort Washington, PA 19034 • United States
Devon, PA • 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 Llc | Valley Forge | PA | 01/2016 | 09/2018 |
| Janney Montgomery Scott Llc | West Chester | PA | 09/2018 | 01/2020 |
| Janney Montgomery Scott Llc | Valley Forge | PA | 01/2020 | 09/2020 |
| Ameriprise Financial Services, Llc | Plymouth Meeting | PA | 09/2020 | Present |
Board of Directors; Society of cincinnati; audit chairman of the board; 2118 Massachusetts, , washington dc, DC, 20001; Not Investment-Related; 07/01/2022; 1 to 9 hours per month; 0 during trading hours / state society of Cincinnati of Pennsylvania; president emeritus; 4th street, , philadelphia, PA, 19103; Investment-Related; 10/12/2020; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Jonathan Kuttin dba Kuttin Wealth Management; employee of legal entity; compensation received from an advisor owned entity established to manage the practice; 500 west office center drive , suite 400, Fort Washington, PA, 19034; Investment-Related; 01/01/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-19 |
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