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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-02-20 |
| CA | RA | APPROVED | 2008-10-03 |
| NJ | RA | APPROVED | 2008-10-03 |
| PA | RA | APPROVED | 2005-04-20 |
Branch Locations
81 Highland Avenue Suite 100, Bethlehem, PA 18017 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Bethlehem | PA | 06/2003 | Present |
1) RENTAL PROPERTY, 2425 MADISON AVE., BETHLEHEM, PA 18017, CO-OWNER, 1 HR. PER MONTH, COMPENSATED. 2) Christmas City Spirits, LLC; Restaurant/Micro-distillery; 15hr/month; 0.50hr/day; Investment-related 3) The Goodfellows Club of Bethlehem and Vicinity; Board Member/Recording Secretary: Maintain agenda for meetings and keep minutes. associated since 04/2018. Not compensated, 1hr/month; Investment-related 4) DeWeather Cares, Jim Thorpe, PA; Board Member, 08/2022; Primary mission is to supply needed supplies (food & medical) to areas devastated by weather. Duties: attend scheduled meetings, advance the mission and goals of DeWeather Cares through strategy, oversight and accountability measures; 2 hrs./month; Not compensated, Investment related. 5. The Sun Inn Preservation Association, Bethlehem, PA. Preservation of a Historic Building. Member of Board of Directors (09/2023) - One meeting a month to discuss and make decisions about the direction of the of the Sun Inn Preservation Associations activities. Not investment related, not compensated, 1 hour/month. 6. Lehigh Valley Rugby Football Club, Emmaus, PA. Administration of a Rugby Club that has a men's, women's high school and youth program. President (03/2025) - oversee administration of the Club as a whole. Not compensated, not investment related, 4 hours/month. 7. Eastern Pennsylvania Rugby Union, Philadelphia, PA. Director (08/2026) - support the growth and development of rugby throughout Eastern Pennsylvania. Not investment related, not compensated, 1 hour/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-15 |
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