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Current Employers
Janney Montgomery Scott Llc

1717 Arch Street, Philadelphia, PA 19103 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2021-09-24
CA RA APPROVED 2021-09-23
NY RA APPROVED 2021-09-23
PA RA APPROVED 2021-09-23
TX RA APPROVED 2021-09-23
  • NJ RA
    APPROVED
    Since 2021-09-24
  • CA RA
    APPROVED
    Since 2021-09-23
  • NY RA
    APPROVED
    Since 2021-09-23
  • PA RA
    APPROVED
    Since 2021-09-23
  • TX RA
    APPROVED
    Since 2021-09-23

Branch Locations

1767 Sentry Parkway West Suite 110, Blue Bell, PA 19422-2202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Janney Montgomery Scott Llc New York NY 05/2021 09/2021
New York Life New York NY 09/2019 05/2021
Accenture New York NY 09/2016 09/2019
Cornell Johnson Business School Ithaca NY 07/2014 09/2016
Janney Montgomery Scott Llc New York NY 09/2021 Present
  • 05/2021 → 09/2021
    New York, NY
  • 09/2019 → 05/2021
    New York Life
    New York, NY
  • 09/2016 → 09/2019
    Accenture
    New York, NY
  • 07/2014 → 09/2016
    Cornell Johnson Business School
    Ithaca, NY
  • 09/2021 → Present
    New York, NY
Other Businesses

The Footer Family Foundation, Penllyn, PA; Nature: Charitable Foundation; Not Investment Related; Title/Position: Board Member, Vice President; Duties: Determine organizations to provide annual charitable donations; Devotes 1 hr/mo.; Not compensated.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-23
  • S66 Uniform Combined State Law Examination
    2021-09-23
Designations

View on SEC IAPD

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