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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-11-06 |
Branch Locations
1013 Centre Road, Suite 102, Wilmington, DE 19805 • United States
12001 Old Vine Blvd. Unit #106, Lewes, DE 19958 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Lewes | DE | 06/2009 | 11/2017 |
| Janney Montgomery Scott, Llc | Greenville | DE | 11/2017 | 08/2018 |
| Janney Montgomery Scott Llc | Lewis | DE | 08/2018 | Present |
| Morgan Stanley & Co., Incorporated | Lewes | DE | 08/2007 | 11/2017 |
#1: Carmean Appraisal Group, 502 South Bedford Street, Georgetown, DE; Not investment related; Nature: Real Estate Appraisal; Position/Title: Vice President & Owner (Spouse is primary owner); Duties: Bookkeeping/Bill paying; Devotes 2 hours per month; not compensated. #2: Carmean Group, 14814 Cokesbury Road, Georgetown, DE; Not investment related; Nature: Developing Company - Real Estate; Position/Title: Vice President & Owner (Spouse is primary owner); Duties: Bookkeeping/Bill paying; Devotes 2 hours per month; not compensated.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-07-24 |
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