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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-10-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nfp Advisor Services | Austin | TX | 10/2014 | 09/2016 |
| Kestra Advisory Services, Llc | Ausitn | TX | 04/2016 | 01/2020 |
| Kestra Investment Services, Llc | Austin | TX | 10/2014 | 01/2020 |
| Ivc Wealth Advisors Llc | Silverdale | PA | 08/2014 | 10/2022 |
| Private Client Services | Silverdale | PA | 01/2020 | 10/2022 |
| Janney Montgomery Scott Llc | Philadelphia | PA | 10/2022 | 03/2026 |
| Janney Montgomery Scott Llc | Philadelphia | PA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-29 |
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