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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-03-02 |
| TX | RA | APPROVED_RES | 2021-02-24 |
| MN | RA | APPROVED | 2020-08-07 |
| PA | RA | APPROVED | 2020-01-21 |
| DE | RA | APPROVED | 2020-01-17 |
Branch Locations
12001 Old Vine Blvd. Unit #106, Lewes, DE 19958 • United States
1235 Westlakes Drive Suite 225, Berwyn (Valley Forge), PA 19312 • 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 |
|---|---|---|---|---|
| Citigroup Global Markets Inc | Berwyn | PA | 01/2009 | 01/2020 |
| Morgan Stanley Smith Barney | Berwyn | PA | 06/2009 | 01/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 01/2020 |
| Janney Montgomery Scott Llc | Berwyn | PA | 01/2020 | Present |
| Janney Montgomery Scott Llc | Lewes | DE | 01/2020 | Present |
Waynesborough Country Club, Paoli, PA. A private club with the mission of creating a gathering place for families to forge lasting relationships and traditions through recreation and relaxation, while providing exceptional services, facilities, activities that are responsive to the membership. Member of Board of Governors: responsible for the strategic direction of the Club, establishing policies to enhance the prosperity and viability of the Club, and in compliance with the Bylaws. Not compensated, 15 hrs./month, not-investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-14 |
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