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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-04-12 |
| CT | RA | APPROVED | 2023-03-30 |
| NH | RA | APPROVED | 2023-03-30 |
| TX | RA | APPROVED | 2023-03-30 |
Branch Locations
222 Rosewood Drive Suite 200, Danvers, MA 01923 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Newton Center | MA | 04/2006 | 03/2018 |
| Citizens Securites Inc. | Waltham | MA | 03/2018 | 10/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newtown | MA | 01/2020 | 03/2023 |
| Bank Of America, N.A. | Newtown | MA | 01/2020 | 03/2023 |
| Janney Montgomery Scott Llc | Danvers | MA | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-17 |
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