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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-04-22 |
| NC | RA | APPROVED | 2010-02-02 |
| PA | RA | APPROVED | 2009-03-19 |
Branch Locations
72 Glenmaura National Blvd Suite 103, Moosic, PA 18507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Philadelphia | PA | 03/2009 | Present |
1. Boys and Girls Clubs of NEPA, Scranton, PA. Board Member (07/2022) - Monthly board meeting to help executive committee plan for the future of the organization. Not compensated, not investment-related, 1 hour/month. 2. Advisory Council for Lehigh University Center for Financial Services withing the College of Business, Bethlehem, PA. The council, a select group of successful alumni and friends of the college who are in financial services, provides expertise to strategically guide the mission and direction of the Center. Board Member (07/2022) - Volunteer activity at Alma Mater. Role as a Board Member is to help advise those who run the organization plan for the future of the center. Not compensated, not investment related, 1 hour/month. 3. Boys and Girls Clubs of NEPA, Scranton, PA. Chair of Resource Development Committee (07/2022) - Brainstorming fundraising events. Helping with resource development planning, stewardship and cultivation strategies. Not compensated, 1 hour/month, not investment related. 4. Scranton Area Community Foundation Medallion Partner Alliance, Scranton, PA. Founding member (07/2022) of the Medallion Partner Alliance. Duties in this role: Group of financial advisors vetted by the organization as meeting the Scranton Area Foundation's (SAF) standards to manage accounts. Investment related, not compensated, 1 hour/month. 5. North Pocono Public Library, Moscow, PA. Committee Member (04/2025) - Assist with fundraising. Not compensated, not investment related, 2 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-26 |
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