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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-03-04 |
| PA | RA | APPROVED | 2021-03-04 |
| TX | RA | APPROVED | 2021-03-04 |
Branch Locations
25 West Third Street Suite 600, Williamsport, PA 17701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Williamsport | PA | 05/2005 | 03/2021 |
| Bank Of America, N.A. | Williamsport | PA | 07/2011 | 03/2021 |
| Janney Montgomery Scott Llc | Willaimsport | PA | 03/2021 | Present |
1. Lycoming Economic Development Foundation, Williamsport, PA: Offers financing solutions to businesses in Lycoming County for building expansions, new construction, renovations, equipment financing and other needs; Title/Position: Board Member; 'at-large' board member, not currently serving on any sub-committees. Provide opinions, insights and ultimately vote on various economic development projects in the community.; devote 1 hr./month; Not compensated, investment related. 2. Upward Basketball, Williamsport, PA. Head Coach (11/2022); for a Christian based youth basketball league for kids in grades 4-6. Not compensated, 12 hrs./month, not investment related. 3. Pennsylvania College of Technology Foundation, Williamsport, PA. The Foundation raises and distributes funds to benefit the students of the Penn College of Technology and its facilities. Board Member (01/2018) - help steward and oversee the activities of the Foundation and its professional staff to ensure potential benefits are maximized to the students and college. Not compensated, not investment related, 2 hours/month. 4. Young Life of Lycoming County, Montoursville, PA. Christian organization focused on bringing the Gospel of Jesus Christ to High School student in Lycoming County. Committee Member (01/2024) - offer advice and guidance on administrative, governance and fundraising activities of the organization. Not compensated, not investment related, 3 hours/month. 5. Loyalsock Elementary Wrestling Association, Montoursville, PA. President (11/2021) - serve as the main organizer and administrator of the youth wrestling program. Not compensated, not investment related, 20 hours/month. 6. Loyalsock Elementary Football, Williamsport, PA. Assistant Coach (07/2025) - assistant coach, focusing on offensive skill positions and defensive secondary. Not compensated, not investment related, 30 hours/month. 7. Pennsylvania College of Technology, Williamsport, PA. Chairman - Foundation Board of Directors (01/2020) - support mission of providing scholarships to students in need. Not investment related, not compensated, 6 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-14 |
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