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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 04/2008 | 12/2016 |
| Pennsylvania House Of Representatives | Harrisburg | PA | 01/2017 | 11/2018 |
| Lincoln Financial Advisors | Radnor | PA | 11/2018 | 02/2025 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 01/2025 | 10/2025 |
| Janney Montgomery Scott Llc | Philadelphia | PA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-28 |
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