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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-04-20 |
| TX | RA | APPROVED | 2016-04-19 |
Branch Locations
8044 Montgomery Road Suite 415, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Cincinnati | OH | 04/2016 | Present |
1)Frontier Friends, 1449 Greenbush Cobb Road, Williamsburg, OH; Not investment related; Nature: This is a charitable organization that raises funds and puts on events to benefit underprivileged and ill children. We will partner with other charities that support the same children such as A Kid Again, Dragonfly Foundation, Cincinnati Children's Hospital etc. with the primary goal to provide these children a fun day at The Old West Festival and also raise funds for such events; Position/Title: President/Founder; Duties: I will sit on the Board and make sure that funds raised go to our charitable partners and the vent appropriately. I will oversee other board members and volunteers; Devotes 10 hours/month; Not compensated. Property sold, activity terminated 07/2020. 2) May We Help, Non-Profit Charity, Cincinnati, OH. Board of Director (01/2026) - help facilitate the charities mission, connect volunteers, find new facility space, volunteer at fundraising and awareness events. Not investment related, not compensated, 5 hours/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-24 |
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