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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-20 |
| NJ | RA | APPROVED | 2017-10-13 |
Branch Locations
1116 Main Road Suites 1 & 2, Riverhead, NY 11901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Riverhead | NY | 03/2016 | 10/2017 |
| Janney Montgomery Scott, Llc | Hauppauge | NY | 10/2017 | 06/2018 |
| Janney Montgomery Scott Llc | Riverhead | NY | 06/2018 | 10/2022 |
| Janney Montgomery Scott Llc | Riverhead | NY | 10/2022 | Present |
1) Mattituck Booster Club, Not investment related, 585 Donna Dr., Matituck, NY 11952; Position/Title: Board Member/President; Duties: Responsible for selecting the initial board members, organizing meetings Keep the books and participate in board meetings allocating funds to various school sports programs; Devotes 2 hours/month; Start 02/26/2018; Not compensated. 2) Self Published Author, Mattituck, NY. Author (08/2025). Not investment related, sales proceeds, 4 hours/month. 3) True Light Church; the board makes all decisions regarding church business, financial and ministries; 31095 Main Rd. Cutchogue, NY 11935; Board member; 10 hrs/month; 0.10 hrs/day; I was nominated to serve on the board of my church. There are three board members plus the pastor. the board members have check signing ability but all financial transactions require dual signatures; Investment-related. 4) Mattituck Fire Department, Mattituck, NY. Fire Fighter and Medical Rescuer: respond to fires, MVAs and medical emergencies after work hours. Not compensated, not investment related, 35 hrs./month, 01/2022. 5) Mattituck Cutchogue Athletic Booster Club, Mattituck, NY. Provide financial support to the school's student athletes and teams. Not investment related, not compensated, 5 hours./month. 6) Mattituck Fire Department, Mattituck, NY. Department Secretary (02/2025) - responsible for taking minutes at department and association meetings (monthly). Sending our correspondence and reading correspondence at monthly meetings. Compensated, not investment related, 4 hour/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-12 |
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