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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-11-07 |
| OH | RA | APPROVED | 2022-11-03 |
| CA | RA | APPROVED | 2022-11-02 |
| TX | RA | APPROVED | 2022-11-02 |
| PA | RA | APPROVED | 2022-09-23 |
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 |
|---|---|---|---|---|
| Pnc Capital Markets | Pittsburgh | PA | 09/2011 | 08/2022 |
| Janney Montgomery Scott Llc | Pittsburgh | PA | 08/2022 | 09/2022 |
| Janney Montgomery Scott Llc | Pittsburgh | PA | 09/2022 | 01/2024 |
| Janney Montgomery Scott Llc | Pittsburgh | PA | 01/2024 | Present |
1) Single Asset LLC - Family owned vacation home, Pittsburgh, PA; no duties, not compensated, investment related, start 10/2020 2) Mike Heath Memorial Foundation, Pittsburgh, PA; raise and distribute charitable funds in honor of dec'd friend, President; organize annual golf outing, not compensated, 1 hr./month; Investment-related, since 08/2021.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-23 |
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