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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2019-05-23 |
| PA | RA | APPROVED | 2018-03-01 |
| TX | RA | APPROVED | 2018-02-16 |
Branch Locations
1717 Arch Street 21St Floor, Philadelphia, PA 19103 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lawton | OK | 10/2016 | 02/2018 |
| Healthcare Services Group | Seminole | OK | 11/2015 | 10/2016 |
| Bank Of America, N.A. | Lawton | OK | 06/2017 | 02/2018 |
| Janney Montgomery Scott, Llc | Bryn Mawr | PA | 02/2018 | 08/2020 |
| Janney Montgomery Scott Llc | Philadelphia | PA | 08/2020 | 08/2023 |
| Janney Montgomery Scott Llc | Philadelphia | PA | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-18 |
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