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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 | 03/2019 | 03/2021 |
| The Hartman Agency Inc | Williamsport | PA | 10/2014 | 03/2019 |
| Bank Of America, N.A. | Williamsport | PA | 05/2019 | 03/2021 |
| Janney Montgomery Scott Llc | Williamsport | PA | 03/2021 | Present |
1) YMCA Advisory Council member; Williamsport, PA; Vice Chair of advisory council; 2hr/month; Not investment-related 2) BNI GSV Business Exchange, Milton, PA. VP (10/2024) - maintain stats of individuals in the referral group. Not investment related, not compensated, 6 hours/month. 3. Wildwood Cemetery, Williamsport, PA. Board of Director (07/2025) - Attend monthly meetings guiding direction of Cemetery. Not investment related, not compensated, 2 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-13 |
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