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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-18 |
| PA | RA | APPROVED | 2019-02-21 |
Branch Locations
One Ppg Place Suite 2200, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | South Jordan | UT | 11/2016 | 06/2018 |
| Morgan Stanley | Salt Lake City | UT | 06/2016 | 10/2016 |
| Morgan Stanley Services Group Inc. | South Jordan | UT | 03/2017 | 06/2018 |
| E-Trade Financial Corporation | Sandy | UT | 08/2018 | 11/2018 |
| Janney Montgomery Scott Inc. | Pittsburgh | PA | 01/2019 | 12/2024 |
| Janney Montgomery Scott Llc | Pittsburgh | PA | 12/2024 | Present |
McKeesport Hospital Foundation Board, McKeesport, PA. Investment Committee (11/2024) - review statements and results from the PNC trust and convey those results to the board. I have no say in investments or recommendations. Not compensated, investment related, 2 hours/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-08 |
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