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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-20 |
| TX | RA | APPROVED | 2026-03-20 |
Branch Locations
2128 High House Road Suite 201, Cary, NC 27519 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2019 | 03/2026 |
| Ymca Of The Triangle Area | Chapel Hill | NC | 05/2014 | 11/2019 |
| Janney Montgomery Scott Llc | Cary | NC | 03/2026 | Present |
YMCA of the Triangle Area, NW Cary, NC. Advisory Board Member (04/2024) - Help raise money and support philanthropic efforts for the YMCA. Not investment related, not compensated, 3 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-07 |
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