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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-10 |
| TX | RA | APPROVED_RES | 2026-07-10 |
| PA | RA | APPROVED | 2026-07-09 |
Branch Locations
150 Radnor-Chester Road Suite B-100, Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Media | PA | 06/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Media | PA | 11/2016 | 07/2026 |
| Janney Montgomery Scott Llc | Radnor | PA | 07/2026 | Present |
St Luke the Evangelist Church, Glenside, PA. Parish Finance Counsil (11/2006) - Meet Semi- annually to help review finances. Not investment related, not compensated, 1 hour/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-28 |
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