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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-08-15 |
| TX | RA | APPROVED | 2022-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James And Associates | Medina | OH | 07/2012 | 09/2019 |
| Morgan Stanley | Colombus | OH | 09/2019 | 01/2022 |
| Raymond James & Associates, Inc. | Bexley | OH | 01/2022 | 08/2022 |
| Janney Montgomery Scott Llc | Grandview | OH | 08/2022 | 09/2024 |
| Janney Montgomery Scott Llc | Grandview | OH | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-27 |
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