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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-06 |
| PA | RA | APPROVED | 2020-03-06 |
Branch Locations
1650 Crooked Oak Drive Suite 100, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Lancaster | PA | 05/2016 | 03/2020 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2016 | 03/2020 |
| Janney Montgomery Scott Llc | Lancaster | PA | 03/2020 | Present |
1) The Gold Gathering; I buy unwanted Gold and Silver at home parties, reselling to dealers/smelters; 1988 Drexel Ave. Lancaster, PA 17602; Start date: 12/10/2007; Owner/Sole proprietor; Compensated on agreement with sale to dealers/smelters; 1hrs/month; [accounts redacted]; Investment-related 2) Rotary Club of Paradise; not investment related; Route 340, Bird-in-Hand, PA 17505; Fraternal Organization; Board Member; start date 07/03/1995; Assist with the club - such as community volunteering, donations, weekly programs, weekly music, membership growth 3. Christian Women's Club, Lititz, PA. Committee Member (01/2018) - assist with meeting planning, greeting guests, arranging speakers and entertainment. Not investment related, not compensated, 5 hours/month. 4. Christian Women's Club, Lititz, PA. Greeter (01/2026) - greet guest and arrange speakers for monthly luncheons. Not investment related, not compensated, 5 hour/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-05 |
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