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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2018-01-02 |
Branch Locations
409 Washington Avenue Suite 815, Towson, MD 21204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Baltimore | MD | 01/2016 | 12/2017 |
| Janney Montgomery Scott Llc | Westminster | MD | 01/2018 | 02/2024 |
| Janney Montgomery Scott Llc | Westminster | MD | 02/2024 | 03/2025 |
| Janny Montgomery Scott Llc | Towson | MD | 03/2025 | Present |
1. MKW Properties, LLC, Hampstead, MD. Partner/Member (02/2023): handle correspondence with property manager and deposits from said property manager. Two rental properties included in LLC: Monson, ME (07/2023) and Beaver Cove, ME (09/2022). Not investment related, 12 hours/month, compensated. 2. Notary Public, Towson, MD. Notarize documents for clients (07/2023). Not investment related, not compensated, 0.5 hour/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-06 |
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