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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-03 |
| PA | RA | APPROVED | 2023-04-03 |
| TX | RA | APPROVED | 2023-03-31 |
Branch Locations
2 N. Tamiami Trail Suite 608, Sarasota, FL 34236 • United States
333 3Rd Avenue North Suite 300B, St. Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Allentown | PA | 09/1998 | 03/2023 |
| Bank Of America, N.A. | Wyomissing | PA | 09/2009 | 03/2023 |
| Janney Montgomery Scott Llc | St. Petersburg | FL | 03/2023 | Present |
1. University of South Florida, St. Petersburg, FL. Business School Dean's Advisory Council. Vice Chair (03/2023) - Work with various school initiatives and interaction with students. Organize bi-annual meetings and network with local leaders from the business community to assist the Dean of the Business School. Not investment related, no compensated, devote 2 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-12-03 |
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