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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2012-08-14 |
| NJ | RA | APPROVED | 2009-03-04 |
| NC | RA | APPROVED | 2008-10-23 |
| CA | RA | APPROVED | 2008-10-06 |
| TX | RA | APPROVED_RES | 2007-03-02 |
| PA | RA | APPROVED | 2006-03-31 |
Branch Locations
1717 Arch Street 21St Floor, Philadelphia, PA 19103 • 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 |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Philadelphia | PA | 07/1996 | Present |
Philadelphia Estate Planning Council, Moorestown, NJ. Member (05/2005) - Attend education meetings related to estate planning and networking sessions. Not investment related, not compensated, less than 1 hour/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-28 |
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