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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-09-27 |
| PA | RA | APPROVED | 2005-06-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott | Pittsburgh | PA | 03/2006 | 10/2021 |
| Janney Montgomery Scott Llc | Philadelphia | PA | 10/2021 | 06/2023 |
| Janney Montgomery Scott Llc | Philadelphia | PA | 06/2023 | 03/2025 |
| Janney Montgomery Scott Llc | Philadelphia | PA | 03/2025 | Present |
1) AlphaSights; spot consulting work on an independent contracting basis; 350 Madison Ave, 12th floor, New York, NY 10017; start date: 06/05/2019; clients will reach out to me as a subject matter expert for their clients with respect to portfolio accounting systems and other wealth management solutions; $110 per consult which is typically an hour; 1hr/month; 1hr/day; All is done on a confidential basis. No information can be shared with any other third party; Investment-related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-06 |
Reach out to this advisor