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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-03-13 |
| DE | RA | APPROVED | 2019-04-05 |
Branch Locations
1013 Centre Road, Suite 102, Wilmington, DE 19805 • United States
12001 Old Vine Blvd. Unit #106, Lewes, DE 19958 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Delaware Technical Community College | Georgetown | DE | 09/2009 | 01/2019 |
| Janney Montgomery Scott Llc | Lewes | DE | 01/2019 | 12/2020 |
| Janney Montgomery Scott Llc | Lewes | DE | 12/2020 | Present |
1. Lewes Rehoboth Rotary Club, Lewes, DE. Member (08/2010), not investment related, 8 hours/month, not compensated. 2. The Bridge, Milford, DE. Volunteer (06/2023) - service activities, fundraising opportunities and Dominican Republic mission trip. Not investment related, not compensated, 5 hours/month. 3. Farm Equipment Lessor, Georgetown, DE. Owner (06/2026) - Lease equipment to farmers. Not investment related, compensated, no time involved. 3. The Bridge of Hope, Inc., Milford, DE. Board Member (01/2025) - attend meetings and volunteer. Not investment related, not compensated, 2 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-04 |
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