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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-08-07 |
| PA | RA | APPROVED | 2015-02-09 |
Branch Locations
40 Morris Avenue Suite 200, Bryn Mawr, PA 19010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Philadelphia | PA | 01/2011 | Present |
1. Aronimink Golf Club, Newtown Square, PA. Membership Screener (01/2024) - screen, vet, and recommend new members to the club. Not investment related, not compensated, 6 hours/month 2. St. Margaret School, Narberth, PA. Board of Limited Jurisdiction (01/2025) - acting in an advisory capacity for recommendations to the board. Not investment related, not compensated, 1 hour/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-24 |
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