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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-10-02 |
| TX | RA | APPROVED | 2017-10-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Upper St. Clair | PA | 06/2015 | 10/2017 |
| Bank Of America, N.A. | Upper St. Clair | PA | 03/2016 | 10/2017 |
| Janney Montgomery Scott, Llc | Uniontown | PA | 10/2017 | 10/2021 |
| Janney Montgomery Scott Llc | Uniontown | PA | 10/2021 | Present |
1. Health Kids Running Series, Chadds Ford, PA. Community Coordinator (09/2025) - Promote and host a 5-week running program twice per year for youth in the community. Not investment related, compensated, 10 hour/month. 2. Catholic Institute - Diocese of Greensburg, PA. Trustee (01/2026) - help review and discuss the institute assets. Not investment related, not compensated, 5 hours/month. 3. The Catholic Foundation - Diocese of Greensburg, PA. Investment Committee Member (01/2026) - review investment managers for Fdn. Assets. Not investment related, not compensated, 2 hour/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-03 |
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