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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-01-13 |
| DC | RA | APPROVED | 2018-10-24 |
Branch Locations
1255 23Rd Street Nw Suite 810, Washington, DC 20037-1102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Washington | DC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Washington | DC | 11/2016 | 10/2018 |
| Janney Montgomery Scott Llc | Washington | DC | 10/2018 | Present |
1) Windsor Mill HOA; Not investment-related; 2910 Merchant Ct. Waldorf, MD 20603; Homeowners association; start date 11/01/2005; director of HOA; 2hrs/month; not compensated. 2) Windsor Mill HOA; Not Investment-related; treasurer-board member; start date 11/05/2007 3) Rental property; 2910 Merchant Ct. Waldorf, MD 20603; start date 11/01/2005; 50% owner; long term real estate rental; rental income $33,600 per year; 1hr/month; not investment-related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-30 |
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