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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-10-19 |
| TX | RA | APPROVED | 2020-10-14 |
| PA | RA | APPROVED | 2020-08-07 |
Branch Locations
867 Berkshire Blvd. Suite 102, Wyomissing, PA 19610 • United States
1390 Ridgeview Drive Suite 101, Allentown, PA 18104-9066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott | Allentown | PA | 01/2020 | Present |
| Pennsylvania Lumbermens Mutual Insurance Company | Philadelphia | PA | 06/2017 | 01/2020 |
| La Salle University | Philadelphia | PA | 08/2013 | 05/2017 |
1) Berks Encore, Reading, PA; Not Investment Related; Nature: Senior Services; Title/Position: Board Member; Duties: Support the organization's mission to provide a variety of services to senior citizens in Berks County; Start anticipated 6/20/2022; Devotes 5 hours/month; Not compensated. 2) America's Credit Unions Reality Fair, Leesport, PA. A financial literacy event organized by local credit unions. This event will be hosted at Schuylkill Valley High School for students. Volunteer (04/20230: responsibility would be to assist students with their fake budgets. Not compensated, not investment related, 2 hours/year (annual event). 3) Mary's Shelter, Reading, PA. Homeless shelter serving Berks County. Board of Directors (01/2024) - General oversight for the organization. Not compensated, not investment related, 2 hours/month. 4) Mary's Shelter, Reading, PA. Homeless shelter serving Berks County. VP of BOD (08/2026) - general oversight for the organization. Not compensated, not investment related, 5 hous/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-06 |
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