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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-04 |
| CT | RA | APPROVED | 2023-03-14 |
Branch Locations
95 Glastonbury Boulevard Suite 404, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beirne Wealth Consulting Services, Llc | Shelton | CT | 09/2014 | 01/2023 |
| Janney Montgomery Scott Llc | Glastonbury | CT | 01/2023 | 04/2023 |
| Janney Montgomery Scott Llc | Glastonbury | CT | 04/2023 | Present |
1. Cystic Fibrosis Foundation of CT, Middletown, CT. Board Member/Engagement Chair (01/2019). Volunteer in an effort to find a cure for all people with Cystic Fibrosis. Not investment related, not compensated, 5 hours/month. 2. Friends of Yale New Haven Children's Hospital, New Haven, CT. Board Member (01/2019) - oversight on fundraising. Not investment related, not compensated, 5 hours/month. 3. Boys & Girls Club of Greater New Haven, New Haven, CT. Board Member (01/2019) - oversight of operations and overall direction of the club. Not investment related, not compensated, 5 hours/month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-03-30 |
| S65 | Uniform Investment Adviser Law Examination | 2020-09-18 |
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