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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2017-07-20 |
Branch Locations
95 Glastonbury Boulevard Suite 404, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Hartford | CT | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Hartford | CT | 11/2016 | 07/2017 |
| Janney Montgomery Scott Llc | West Hartford | CT | 07/2017 | 03/2026 |
| Janney Montgomery Scott Llc | Glastonbury | CT | 03/2026 | Present |
1. Go Hartford! Mayor Mike's Foundation for Kids - Annual Golf Tournament, Hartford, CT. Lead Member (05/2009) - organize annual charity golf outing, raise sponsorships. Not investment related, not compensated, 1 hour/month. 2. Go Hartford! Mayor Mikes Foundation for Kids, Hartford, CT. President/Member (03/2009) - Oversee fundraising efforts and grants awarded. Not compensated, not investment related, 8 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-15 |
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