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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-25 |
| FL | RA | APPROVED | 2026-04-28 |
Branch Locations
814 North Highway A1A Suite 203, Ponte Vedra Beach, FL 32082-3298 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alo Yoga | Jacksonville | FL | 06/2023 | 11/2024 |
| Unemployed | Jacksonville | FL | 03/2023 | 06/2023 |
| Fidelity Investments | Jacksonville | FL | 03/2025 | 08/2025 |
| Sunglass Hut | Columbia | MO | 12/2017 | 07/2019 |
| Cellular Sales | Columbia | MO | 12/2015 | 12/2017 |
| Lululemon Athletica | Viera | FL | 07/2019 | 03/2023 |
| Unemployed | Jacksonville | FL | 10/2024 | 03/2025 |
| Janney Montgomery Scott Llc | Ponte Vedra | FL | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2025-06-26 |
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