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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-17 |
| VA | RA | APPROVED | 2022-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | Richmond | VA | 04/2015 | 02/2021 |
| Truist Investment Services, Inc. | Richmond | VA | 02/2021 | 08/2022 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 08/2022 |
| Janney Montgomery Scott Llc | Richmond | VA | 08/2022 | Present |
Cystic Fibrosis Foundation, Virginia Chapter, Richmond, VA. Board Member (07/2024) - serve on the Starry Night Committee to host a charity dinner to raise awareness for CFF. Not investment related, not compensated, 2 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-19 |
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