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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-14 |
| TX | RA | APPROVED | 2025-11-14 |
Branch Locations
One Manhattanville Road Suite 402, Purchase, NY 10577 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David Lerner Associates | White Plains | NY | 07/2011 | 03/2019 |
| David Lerner Associates, Inc. | White Plains | NY | 03/2019 | 11/2025 |
| Janney Montgomery Scott Llc | Purchase | NY | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-12 |
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