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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-27 |
| GA | RA | APPROVED | 2019-12-06 |
Branch Locations
3560 Lenox Road Ne Suite 1100, Atlanta, GA 30326 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Untrodden, Inc. | San Francisco | CA | 02/2016 | 01/2018 |
| Moondance Adventures, Inc. | Nashville | TN | 01/2018 | 05/2019 |
| Janney Montgomery Scott Llc | Atlanta | GA | 07/2019 | 07/2025 |
| Janney Montgomery Scott Llc | Atlanta | GA | 07/2025 | Present |
I co-founded a travel website in 2016 with a business partner in San Francisco, California. For two years, we operated unfunded and without compensation until I pulled back from an operational role in 2018. I have never taken compensation from Untrodden, Inc. However, I am noted on the cap table and hold an equity stake in the company. Name: Untrodden, Inc. Title: Cofounder / silent partner Start Date: July, 2016 Hours/Month: <2 hours/month - typically phone calls after business hours & weekends. Role: Advisory & support NON-Investment related (Travel Industry) Address: 2150 Hyde St. #4 San Francisco, CA 94109
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-04 |
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