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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-11 |
| CT | RA | APPROVED | 2024-09-10 |
Branch Locations
1551 Boston Post Road 2Nd Floor, Westbrook, CT 06498 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northampton Koa | Westhampton | MA | 04/2013 | 11/2016 |
| Town Of West Springfield | West Springfield | MA | 11/2015 | 08/2017 |
| West Springfield Credit Union | West Springfield | MA | 08/2017 | 01/2018 |
| Mass Mutual Credit Union | Springfield | MA | 01/2018 | 04/2018 |
| Pinnacle Property Management | Gulf Shores | AL | 04/2018 | 09/2018 |
| Round Point Mortgage | Charlotte | NC | 09/2018 | 01/2019 |
| First Citizens Bank | Charlotte | NC | 01/2019 | 05/2020 |
| First Citizens Investor Services | Raleigh | NC | 07/2019 | 05/2020 |
| Voya Financial Advisors, Inc. | Wilbraham | MA | 05/2020 | 03/2022 |
| Gwfs Equities, Inc | Greenwood Village | CO | 03/2022 | 05/2024 |
| Janney Montgomery Scott Llc | Westbrook | CT | 05/2024 | 10/2025 |
| Janney Montgomery Scott Llc | Westbrook | CT | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-13 |
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