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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-04-16 |
| OH | RA | APPROVED | 2017-11-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Chillicothe | OH | 06/2016 | 10/2020 |
| Kroger | Chillicothe | OH | 06/2012 | 09/2017 |
| Janney Montgomery Scott Llc | Chillicothe | OH | 10/2020 | 12/2024 |
| Janney Montgomery Scott Llc | Chillicothe | OH | 12/2024 | Present |
1) Main Street Program/Downtown Chillicothe; works on revitalizing historic or traditional commercial areas; 213 South Paint Street, Chillicothe, OH 45601; start date: 04/30/2018; Board Member; help organize and facilitate operations of the Main Street Program, volunteer with various fundraising events, assist with developing and maintaining budget and work with downtown business owners.; 2hrs/month; 0.25hr/day; not investment-related 2) Build Chillicothe; not Investment related; 45 East Main Street, Chillicothe, OH 45601; Board Member; start date: 01/01/2020; 2 hrs per month; Working underneath Downtown Chillicothe, Build Chillicothe is a Qualified Opportunity Zone Fund. This allows individuals to contribute funds into a QOF and invest into real estate and projects downtown. Assist with reviewing applications for potential projects for QOF donors. 3) Jaycee Public Golf Course; not investment related; 12100 Pleasant Valley Rd., Chillicothe, OH 45601; Golf Course; Board Member; start date 01/01/2019; 4 hrs per month; Board member duties including budget review, golf course promotion, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-09 |
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