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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-12-10 |
| PA | RA | APPROVED | 2021-03-04 |
| TX | RA | APPROVED | 2021-03-04 |
Branch Locations
25 West Third Street Suite 600, Williamsport, PA 17701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Williamsport | PA | 08/2014 | 03/2021 |
| Bank Of America, N.A. | Williamsport | PA | 09/2014 | 03/2021 |
| Janney Montgomery Scott Llc | Williamsport | PA | 03/2021 | Present |
East Lycoming YMCA, Muncy, PA. Advisory Council Member (04/2023) - advise the local branch on needs of the community specifically the childcare and education needs. Not investment related, not compensated, 1 hour/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-21 |
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