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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-09 |
| FL | RA | APPROVED | 2024-08-19 |
Branch Locations
309 Se Osceola Street Suite 207/208, Stuart, FL 34994 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott | Stuart | FL | 12/2023 | 08/2024 |
| Ss&C Advent | Jacksonville | FL | 09/2021 | 12/2023 |
| Northwestern Mutual | Palm Beach Gardens | FL | 01/2021 | 09/2021 |
| Accurate Tile And Marble | Stuart | FL | 07/2020 | 01/2021 |
| Full Time Student | Tampa | FL | 01/2018 | 07/2020 |
| Stuart Yacht And Country Club | Stuart | FL | 10/2014 | 01/2018 |
| Janney Montgomery Scott Llc | Stuart | FL | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-16 |
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