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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2020-08-07 |
| TX | RA | APPROVED_RES | 2019-01-29 |
| PA | RA | APPROVED | 2011-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott, Llc | Pittsburgh | PA | 01/2011 | 10/2020 |
| Janney Montgomery Scott Llc | Aiken | SC | 10/2020 | Present |
1) Our Community Salutes-Midland, SC(OCS); Charitable organization; 3hrs/month; Vice Chairman of the Board; Not investment-related 2) Diocese of Charleston Finance Committee, Charleston, SC. Member of the Diocesan Finance Council (06/2020) - Meet quarterly to review and advise on investments of the Diocese of Charleston. Responsibility is to meet once per quarter to, along with 6 other members from the group (all reg reps/RIA IRAs) and Director of Finance to review and advise on the allocation of the investments of the Diocese. Not compensated, 1 hour/month. 3) St. Mary's Help of Christians Catholic Church, Aiken, SC. Parish Finance Council (04/2026) - Strictly advisory to the Pastor of the Parish on the financial needs of the church. Not investment related, not compensated, 2 hrs./month. 3. Ancient Order of Hibernians, Aiken, SC. Board Member (04/2026) - Advisory of charitable activities. Not investment related, not compensated, 1 hour/month. 4. Equestrian Order of the Holy Sepulcher of Jerusalem, Southeastern Lieutenancy of the United States, Metairie, LA. Knight (10/2026). Not investment related, not compensated, 10 hours/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1990-10-12 |
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