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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-18 |
| PA | RA | APPROVED | 2021-07-15 |
| TX | RA | APPROVED | 2021-07-15 |
Branch Locations
613 Baltimore Drive Suite 202, Wilkes-Barre, PA 18702 • United States
72 Glenmaura National Blvd Suite 103, Moosic, PA 18507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wilkes-Barre | PA | 01/2012 | 07/2021 |
| Bank Of America, N.A. | Wilkes-Barre | PA | 08/2014 | 07/2021 |
| Janney Montgomery Scott Llc | Kingston | PA | 07/2021 | Present |
1. Freeland YMCA, Sugarloaf, PA. Volunteer-member of Board of Directors (05/2023) - Attend board meetings, volunteer at events, help fundraise for the YMCA. Not investment related, not compensated, 2 hours/month. 2. Luzerne County Community College Foundation, Nanticoke, PA. Member of Board of Directors (05/2023) - Attend board meetings, volunteer at events, help fundraise for the Foundation. Not compensated, not investment related, devote 2 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-19 |
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