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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-06-13 |
| TX | RA | APPROVED_RES | 2025-06-11 |
| WV | RA | APPROVED | 2024-08-19 |
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 |
|---|---|---|---|---|
| Scott & Stringfellow | Charleston | WV | 11/2012 | 02/2021 |
| Bb&T Securities, Llc | Charleston | WV | 01/2013 | 02/2021 |
| Truist Investment Services, Inc. | Charleston | WV | 02/2021 | 08/2024 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 08/2024 |
| Janney Montgomery Scott Llc | Charleston | WV | 08/2024 | Present |
1. R & R Recording Studio, Evans, WV. Owner (05/2006) - Music Studio/Audio Engineer. Rental income, not investment related, 5 hours/month. 2. Rental Properties, Ripley, WV. Owner (01/1988) - Collect checks and hire maintenance team to maintain properties. Rental income, not investment related, 2 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-22 |
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