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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-13 |
| SC | RA | APPROVED | 2018-02-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Charleston | SC | 06/2013 | 01/2018 |
| Janney Montgomery Scott Llc | Aiken | SC | 02/2018 | 02/2022 |
| Janney Montgomery Scott Llc | Aiken | SC | 02/2022 | Present |
1) Ambassadors Program; Aiken, SC; start date: 01/11/2021; 3hrs/month; not investment-related 2) Aiken Rotary Club; Investment related; 117 Newberry St SW, Aiken, SC 29801; Civic Organization; Member; Start date: 07/27/2021; 6 hrs month/0 hrs trading day; The mission of the Rotary Club of Aiken is to impact our community by providing forums for fellowship, understanding and service among engaged leaders. There will also be volunteer opportunities to serve my community. 3) Aiken-Augusta Wounded Warrior Charity Golf Tournament, Aiken, SC. Committee Member: duties are to help run the annual golf tournament, send and sign letters to propose donors and maintain records of donors. Not compensated, 4 hrs./month, not investment related, 05/2022. 4) Walk to end Alzheimer's (Alzheimer's Association Walk), Greensville, SC. Executive Chair of Committee (05/2024) for the walk. Help organize an annual walk around Aiken to raise awareness about Alzheimer's. Not investment related, not compensated, 4 hours/month. 5) Aiken Center for the Arts, Aiken, SC. Board Member (08/2024-06/2025), role changed to VP (06/2025) - Ambassador for the Art Center, help with events, bring awareness to center, and attend executive committee meetings. Not investment related, not compensated, 4 hours/month. 6) St. John's Methodist Church, Aiken, SC. Committee Member (01/2026) - promote unity in the church. Not investment related, not compensated, 4 hours/month. 7) Hitchcock Woods Foundation, Aiken, SC. Resource Advisor (02/2026) - assist the Foundation in certain administrative and programmatic matters. Not investment related, not compensated, 2 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-07 |
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