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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-08-02 |
Branch Locations
2200 Georgetown Drive Suite 400, Sewickley (Wexford), PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Huntington National Bank | Beaver Falls | PA | 10/2013 | 07/2019 |
| The Huntington Investment Company | Columbus | OH | 07/2015 | 07/2019 |
| Janney Montgomery Scott Llc | Philadelphia | PA | 07/2019 | 08/2025 |
| Janney Montgomery Scott Llc | Wexford | PA | 08/2025 | 07/2026 |
| Janney Montgomery Scott Llc | Wexford | PA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-16 |
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