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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-10-11 |
| DE | RA | APPROVED | 2020-02-18 |
Branch Locations
20 Montchanin Road Suite 120, Greenville, DE 19807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wilmington | DE | 06/2016 | 12/2017 |
| Iron Hill Brewery And Restaurant | Newark | DE | 05/2016 | 12/2016 |
| Harvest Seasonal Grill And Wine Bar | Glen Mills | PA | 11/2016 | 02/2019 |
| West Chester University | West Chester | PA | 08/2016 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wilmington | DE | 06/2018 | 05/2019 |
| Janney Montgomery Scott Llc | Greenville | DE | 05/2019 | 09/2020 |
| Janney Montgomery Scott Llc | Greenville | DE | 09/2020 | 08/2026 |
| Janney Montgomery Scott Llc | Greenville | DE | 08/2026 | Present |
1) Etsy; own a small shop on Etsy where I sell sweatshirts; 928 Old Library Ave. Oxford, PA 19363; Start date: 08/01/2019; design and market products; 30hrs/month; 1hr/day; not investment-related 2. New Castle County Chamber of Commerce, Wilmington, DE. Member (07/2024) - no duties. Not investment related, not compensated, 5 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-14 |
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