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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-08-07 |
| AZ | RA | APPROVED | 2021-01-19 |
| CA | RA | APPROVED | 2021-01-07 |
| RI | RA | APPROVED | 2018-02-08 |
Branch Locations
475 Kilvert Street Suite 330, Warwick, RI 02886 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Providence Investment Management | Providence | RI | 12/2011 | 09/2017 |
| Janney Montgomery Scott Llc | Providence | RI | 01/2018 | 05/2018 |
| Unemployed | Providence | RI | 09/2017 | 01/2018 |
| Janney Montgomery Scott Llc | Providence | RI | 05/2018 | 02/2022 |
| Janney Montgomery Scott Llc | Providence | RI | 02/2022 | 11/2022 |
| Janney Montgomery Scott Llc | Providence | RI | 11/2022 | 01/2024 |
| Janney Montgomery Scott Llc | Providence | RI | 01/2024 | 03/2024 |
| Janney Montgomery Scott Llc | Warwick | RI | 03/2024 | Present |
1) 100 Club of RI; Charity organization supporting first responders; 222 Chestnut St. Providence, RI 02903; Start date: 09/01/2020; Board member; Vote on how the club is run, grants given, etc.; 2hrs/month; not investment-related 2) Providence Jewelry Museum, Cranston, RI, Nonprofit foundation focused on the history of jewelry manufacturing in Rhode Island. President: Help oversee the expansion of the museum, grants, and exhibit lending. Not compensated, 2 hrs/week, not-investment related, 09/2022. 3) Narragansett Lions Club, Narragansett, RI. Board Member (01/2026) - Help direct Club charity efforts. Not investment related, not compensated, 1 hour/month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-05-11 |
| S65 | Uniform Investment Adviser Law Examination | 2013-11-30 |
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