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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-05-10 |
Branch Locations
1650 Crooked Oak Drive Suite 100, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Lancaster | PA | 04/2014 | 08/2017 |
| Wells Fargo Clearing Services Llc | Lemoyne | PA | 10/2017 | 02/2020 |
| Janney Montgomery Scott Llc | Lancaster | PA | 05/2021 | Present |
| Unemployed | Sinking Spring | PA | 03/2020 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-27 |
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