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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-03-16 |
| WV | RA | APPROVED | 2005-06-25 |
Branch Locations
500 Virginia Street Suite 1090, Charleston, WV 25301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Charleston | WV | 06/2005 | Present |
1) Bob Burdette Center, Inc.; 1401 W. Washington Street, Charleston, WV 25387; A non-profit after school program housed in three locations on the west side of Charleston, WV; Board Member; Attend monthly meeting; Put on Fundraisers; start 07/2017; Not compensated. 2) Kanawha Lodge #20 AF&AM; Fraternal Lodge; 107 Hale Street, Charleston, WV 25301; start date 06/29/2009; Treasurer; I would have signature authority on the Lodge's checkbook and brokerage account. when the lodge requests a withdrawal or an investment, you would coordinate that with financial advisor; 2hr/month; Investment-related. 3) First Presbyterian Church Hope Center, Inc., Charleston, WV; mission of FPC Hope Center is to assist youth in transitioning out of foster care. Board Member: Duties include creating a strategic plan for the non profit and overseeing the initial organizing of the organization. Not compensated, not investment related, 2 hrs./month, 02/2022. 4) University of Charleston, Charleston, WV. Board Member (06/2023) - provide formal and informal advice and counsel to the Dean, Department Chair, and/or Program Director and their teams. Members will be advocates for the school. Not compensated, not investment related, 1 hour/month. 5) Kanawha Amateur Radio Club, Charleston, WV. Volunteer nonprofit organization of licensed radio amateurs. Program Director (01/2024) - schedule 8 guest speakers for some of the 12 monthly meetings. Not compensated, not investment related, 1 hour/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-11 |
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