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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-24 |
| MA | RA | APPROVED | 2024-02-15 |
Branch Locations
309 Se Osceola Street Suite 207/208, Stuart, FL 34994 • United States
25 Recreation Park Drive Suite 110, Hingham, MA 02043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott | Hingham | MA | 12/2020 | 02/2024 |
| Sts. Mary & Joseph Collaborative | Kingston | MA | 06/2019 | 09/2020 |
| St. Joseph Parish | Kingston | MA | 06/2016 | 06/2019 |
| Janney Montgomery Scott Llc | Hingham | MA | 02/2024 | Present |
| Janney Montgomery Scott Llc | Stuart | FL | 03/2026 | Present |
1. Boston Institute of Finance, Waltham, MA. CFP Education/Exam Prep. Editor (09/2021) - Edit Curriculum and participate on Slack Page to assist candidates preparing for exam. Not compensated, not investment related, 10 hours/month. 2. McKenna Bay Properties, LLC, Kingston, MA. Owner (01/2026) - manage rental property. Investment related, not compensated, 2 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-02 |
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