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Account
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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-26 |
| FL | RA | APPROVED | 2023-05-15 |
| OH | RA | APPROVED | 2018-01-18 |
Branch Locations
40 Park Avenue West, Mansfield, OH 44902-1603 • United States
1070 Yard Street, Columbus, OH 43212 • United States
202 Montrose West Suite 325, Akron, OH 44321 • United States
441 Wheeling Avenue Main Level, Cambridge, OH 43725 • United States
1230 Lexington Avenue, Mansfield, OH 44907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Upper Arlington | OH | 05/2012 | 01/2018 |
| Janney Montgomery Scott Llc | Columbus | OH | 01/2018 | 02/2024 |
| Janney Montgomery Scott Llc | Grandview | OH | 02/2024 | Present |
1. Arthritis Foundation, Atlanta, GA. Board Member (07/2018) - advise on programs and direction of efforts in Columbus, OH to build awareness around arthritis. Not compensated, not investment related, 1 hour/month. 2. Horowitz Properties LTD, Columbus, OH. Owner (01/2020) - manage real estate holdings. Investment related, not compensated, 4 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-02 |
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