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Janney Montgomery Scott LLC CRD 463
$110B regulatory AUM 1,031 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-04 |
Branch Locations
5960 Berkshire Lane Suite 500, Dallas, TX 75225 • United States
8950 Sw 74 Court Suite 2005, Miami, FL 33156 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Plan | TX | 12/2014 | 01/2023 |
| Raymond James Financial Services, Inc. | Dallas | TX | 01/2023 | 04/2023 |
| Wealth Partners Alliance | Dallas | TX | 01/2023 | 03/2024 |
| Raymond James Financial Services Advisors, Inc. | Dallas | TX | 01/2023 | 04/2023 |
| Concurrent Investment Advisors Llc | Dallas | TX | 04/2023 | 03/2024 |
| Rbc Wealth Management | Dallas | TX | 12/2014 | 12/2022 |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2023 | 03/2024 |
| Rbc Capital Markets, Llc | Dallas | TX | 03/2024 | 10/2025 |
| Janney Montgomery Scott Llc | Dallas | TX | 10/2025 | Present |
Major Works, LLC, Dallas, TX. Member/Co-Owner (02/2019) - maintain books. Investment related, not compensated, 1 hour/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-03 |
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