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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-04-18 |
| TX | RA | APPROVED | 2019-04-17 |
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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Atlanta | GA | 07/2013 | 04/2019 |
| Janney Montgomery Scott | Philadelphia | PA | 04/2019 | 05/2025 |
| Janney Montgomery Scott Llc | Philadelphia | PA | 05/2025 | Present |
1) Shepherd Spinal Center; health care, critical care rehabilitation facility; 2020 Peachtree Rd. NW Atlanta, GA 30309; start date: 04/01/2020; Advisory Board Member; work in conjunction with other board members to further the mission of Shepherd Center; 10hrs/month; 0.50hr/day; not investment-related 2) Children's Healthcare of Atlanta, Atlanta, GA. Advisor Council: Attend an orientation tour to learn more about the Children's Healthcare mission and the latest advancements in pediatric medicine. Commit to continuing education in philanthropic planning. Not compensated, not investment-related, 5 hrs/month, 10/2022.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-22 |
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