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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-12-05 |
Branch Locations
92 Lancaster Avenue Suite 205, Devon, PA 19333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Plymouth Meeting | PA | 12/2017 | 12/2018 |
| Morgan Stanley | Newtown Sq | PA | 01/2019 | 07/2022 |
| Janney Montgomery Scott Llc | Radnor | PA | 07/2022 | 02/2024 |
| Janney Montgomery Scott Llc | Radnor | PA | 02/2024 | 05/2024 |
| Janney Montgomery Scott Llc | Radnor | PA | 05/2024 | 12/2024 |
| Raymond James & Associates, Inc. | Devon | PA | 12/2024 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 03/1987 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-09-22 |
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