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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-19 |
| DE | RA | APPROVED | 2024-04-18 |
| TX | RA | APPROVED | 2024-04-18 |
Branch Locations
Bonita Springs, FL • United States
20 Montchanin Road Suite 120, Greenville, DE 19807 • United States
Rehoboth Beach, DE • United States
12001 Old Vine Blvd. Unit #106, Lewes, DE 19958 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America,N.A. | Dover | DE | 06/2011 | 04/2024 |
| Janney Montgomery Scott Llc | Lewes | DE | 04/2024 | Present |
1. Ashbury Hospitality, LLC, Frederica, DE. Silent Parter (04/2019) - with no day-to-day responsibilities. Not compensated, investment related,1 hour/month. 2. MSK Ventures, LLC, Rehoboth Beach, DE. Partner (10/2010) - non- managerial responsibilities. Not compensated, investment related, 2 hours/month. 3. Mispillion River Brewing, Milford, DE. Silent Partner of Brewery (11/15/2017). Not compensated, investment related, 1 hour/month. 4. AS711, LLC, Frederica, DE. Managing Partner for commercial property (06/2025) - Oversight of GC for the development of the property. Not compensated, investment related, 4 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-11-03 |
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