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Account
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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-01-15 |
| FL | RA | APPROVED | 2023-08-02 |
| NJ | RA | APPROVED | 2023-08-01 |
| TX | RA | APPROVED_RES | 2023-07-01 |
| MA | RA | APPROVED | 2021-02-09 |
Branch Locations
60 State Street Suite 1350, Boston, MA 02109-1803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| College Of The Holy Cross | Worcester | MA | 09/2016 | 05/2020 |
| Icecoldnow | Osterville | MA | 06/2017 | 08/2017 |
| Xs Brokers | Quincy | MA | 05/2018 | 08/2018 |
| Alphasights | New York | NY | 06/2019 | 08/2019 |
| Chartroom At Crosby's | Osterville | MA | 06/2020 | 09/2020 |
| Na | Osterville | MA | 10/2020 | 11/2020 |
| Janney Montgomery Scott Llc | Boston | MA | 12/2020 | 02/2021 |
| Janney Montgomery Scott Llc | Boston | MA | 02/2021 | Present |
1. College of the Holy Cross, Worcester, MA. Alumni Liaison (05/2020) - Help communicate and relay message to holy cross alumni for local events in Boston area and for the holy cross lacrosse team. Not investment related, 10 hours/month, not compensated. 2. St. Sebastians School, Needham, MA. Alumni Board Member (01/2026) - assist with engaging the alumni community in school hosted events. Not investment related, not compensated, 2 hour/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-20 |
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