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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-09-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Uniontown | PA | 04/2021 | 09/2021 |
| Invacare Corporation | Elyria | OH | 01/2020 | 04/2021 |
| Philips Respironics | Murrysville | PA | 12/2013 | 01/2020 |
| Janney Montgomery Scott Llc | Uniontown | PA | 09/2021 | Present |
1) Free and Accepted Masons of Pennsylvania Lodge #252; not investment related; Donora, PA; Fraternal Organization; Member/Sr. Warden (01/2016) - act as participating member and assist with new member initiation process; 1 hr. per month. 2) Rental Properties; not investment related; several properties; Herminie, PA; Roscoe, PA; Owner/Landlord; start date: 01/10/2017; 3 hrs per month; Own residential rental property. 3) Grand Lodge of Pennsylvania Free and Accepted Masons, Philadelphia, PA; Nature: Charitable arm of the organization that provides financial assistance and professional services to members in need who are overcoming an unexpected financial loss due to employment status, death, heath-related issue etc.; Position/Title: Member, Financial Panel; Duties: Volunteer position occasionally providing phone or in-person consultation to member or members families who are undergoing a financial hardship; Devotes 1 hour/month. Not compensated. 4) Belle Vernon Area Rotary Cub, Bell Vernon, PA; Not Investment Related; Title/Position: Membership Committe (01/2022) - work with committee members to recruit and welcome new members; Devotes 1 hour/month; Not compensated. 5) Fayette Rentals, LLC, Belle Vernon, PA. Single member LLC (11/21/2024) - rental properties, 2 hours/month. investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-22 |
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