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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-04-16 |
| TX | RA | APPROVED | 2021-04-16 |
Branch Locations
409 Washington Avenue Suite 815, Towson, MD 21204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chapin Davis, Inc | Baltimore | MD | 11/2010 | 07/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Baltimore | MD | 07/2017 | 04/2021 |
| Janney Montgomery Scott Llc | Towson | MD | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-29 |
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