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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-17 |
| VA | RA | APPROVED | 2026-04-17 |
Branch Locations
110 Franklin Road Se Suite 500, Roanoke, VA 24011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Roanoke | VA | 09/2009 | 04/2026 |
| Janney Montgomery Scott Llc | Roanoke | VA | 04/2026 | Present |
1. LaCook, LLC, Roanoke, VA. Co-Owner of residential rental properties (01/2019). Investment related, compensated, 1 hour/month. 2. Fighting Kids Cancer, Roanoke, VA. Board Member (04/2022) - bring awareness to lack of resources for pediatric cancer in the community. Not investment related, not compensated, 3 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-29 |
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