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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-02-26 |
| PA | RA | APPROVED | 2017-11-20 |
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 |
|---|---|---|---|---|
| Hartford Funds Distributors, Llc | Radnor | PA | 12/2015 | 07/2017 |
| Janney Montgomery Scott Llc | Bryn Mawr | PA | 07/2017 | 10/2021 |
| United States Marine Corps Reserve | Bristol | PA | 11/2017 | Present |
| Janney Montgomery Scott Llc | Bryn Mawr | PA | 10/2021 | Present |
The Jordan Baumeister Scholarship Foundation, West Chester, PA; Not Investment Related; Nature: 501(c)(3) non-profit organization established to provide deserving students scholarships to the Haverford School in Haverford, PA; Title/Position: Board Member; Duties: role and responsibilities will include strategic planning and scholarship recipient selection; Devotes 1.5 hours/month; Not compensated.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-09 |
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