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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-17 |
| TX | RA | APPROVED | 2025-11-14 |
| OH | RA | APPROVED | 2024-11-07 |
Branch Locations
8044 Montgomery Road Suite 415, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Cincinnati | OH | 04/2009 | 10/2024 |
| Janney Montgomery Scott Llc | Cincinnati | OH | 10/2024 | Present |
1. Cincinnati Cycle Club, Maineville, OH. Community Liason (02/2022) - Communicate and interact with local organizations to promote cycling. Not compensated, not investment related, 4 hours/month. 2. Cincinnati Host Lions Club, West Chester, OH; Charitable Civic Service Organization. President (05/2009) - lead meeting, participate in service projects; participate in charitable fundraisers. Not compensated, not investment related, 4 hours/month. 3. Zero Prostate Cancer, Alexandria, VA. Committee Member (01/2026) - Solicit corporate sponsorships/donations for annual event in October 2026. Not investment related, not compensated, 8 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-06-25 |
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