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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-12-22 |
| TX | RA | APPROVED | 2025-12-22 |
Branch Locations
95 Glastonbury Boulevard Suite 404, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mfs Fund Distributors, Inc. | Boston | MA | 06/2016 | 09/2022 |
| Janney Montgomery Scott Llc | West Hartford | CT | 09/2022 | 01/2026 |
| Janney Montgomery Scott Llc | Glastonbury | CT | 01/2026 | Present |
Building Alliance Farmington, Farmington, CT. Treasurer/Secretary (01/2024) - responsible for membership dues. Not investment related, not compensated, 4 hours/month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-07-22 |
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