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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-08 |
| TX | RA | APPROVED_RES | 2025-09-04 |
Branch Locations
4140 Parklake Avenue Glenlake One, Suite 300, Raleigh, NC 27612 • 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 |
|---|---|---|---|---|
| Kings College | Wilkes Barre | PA | 07/2016 | 07/2017 |
| Carnegie Mellon University | Pittsburgh | PA | 07/2017 | 12/2018 |
| Pnc | Pittsburgh | PA | 01/2019 | 07/2019 |
| Davenport | Greensboro | NC | 08/2019 | 03/2021 |
| Fidelity Investments | Durham | NC | 03/2021 | 06/2024 |
| Ameriprise Financial Services, Llc | Wilmington | NC | 09/2024 | 09/2025 |
| Janney Montgomery Scott Llc | Raleigh | NC | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-05 |
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