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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-12 |
| PA | RA | APPROVED | 2022-01-07 |
| TX | RA | APPROVED | 2022-01-07 |
Branch Locations
200 N. High Street Suite 201, West Chester, PA 19380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Media | PA | 06/2009 | 01/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 01/2022 |
| Janney Montgomery Scott Llc | West Chester | PA | 01/2022 | Present |
Carolyn Pagoumian Bowen Trusts, Berkeley Heights; Nature: Trusts hold rental properties; Title/Position: Co-Trustee; Duties: Track rent payments and make sure all condo fees, etc. are paid; Start: 12/10/2012; Devotes 2 hours/month; Not compensated.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-26 |
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