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Anna Kappler Banks

Janney Montgomery Scott LLC

New York, NY

New Haven, CT

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Current Employers
Janney Montgomery Scott Llc

1717 Arch Street, Philadelphia, PA 19103 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-03-31
NY RA APPROVED 2026-03-31
  • CT RA
    APPROVED
    Since 2026-03-31
  • NY RA
    APPROVED
    Since 2026-03-31

Branch Locations

1166 Avenue Of The Americas 21St Floor, New York, NY 10036 • United States

555 Long Wharf Drive Long Wharf Maritime Center, 11Th Floor, New Haven, CT 06511 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Janney Montgomery Scott Llc New Haven CT 09/2025 Present
Guidepoint Global, Llc New York NY 08/2022 09/2025
Unemployed North Haven CT 05/2022 07/2022
Wake Forest University Winston-Salem NC 08/2021 05/2022
Guidepoint Global, Llc New York NY 06/2021 08/2021
Wake Forest University Winston-Salem NC 08/2020 05/2021
Janney Montgomery Scott Llc New Haven CT 06/2020 08/2020
Wake Forest University Winston-Salem NC 08/2019 05/2020
Pine Orchard Yacht & Country Club Branford CT 06/2018 08/2018
Wake Forest University Winston-Salem NC 08/2018 05/2019
Unemployed North Haven CT 06/2019 08/2019
Hopkins School New Haven CT 09/2014 06/2018
Wake Forest University Winston-Salem NC 09/2019 05/2022
  • 09/2025 → Present
    Janney Montgomery Scott Llc
    New Haven, CT
  • 08/2022 → 09/2025
    Guidepoint Global, Llc
    New York, NY
  • 05/2022 → 07/2022
    Unemployed
    North Haven, CT
  • 08/2021 → 05/2022
    Wake Forest University
    Winston-Salem, NC
  • 06/2021 → 08/2021
    Guidepoint Global, Llc
    New York, NY
  • 08/2020 → 05/2021
    Wake Forest University
    Winston-Salem, NC
  • 06/2020 → 08/2020
    Janney Montgomery Scott Llc
    New Haven, CT
  • 08/2019 → 05/2020
    Wake Forest University
    Winston-Salem, NC
  • 06/2018 → 08/2018
    Pine Orchard Yacht & Country Club
    Branford, CT
  • 08/2018 → 05/2019
    Wake Forest University
    Winston-Salem, NC
  • 06/2019 → 08/2019
    Unemployed
    North Haven, CT
  • 09/2014 → 06/2018
    Hopkins School
    New Haven, CT
  • 09/2019 → 05/2022
    Wake Forest University
    Winston-Salem, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-31
  • S66 Uniform Combined State Law Examination
    2026-03-31
Other Names
  • Annie Banks
  • Anna Banks

View on SEC IAPD

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