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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-05 |
| PA | RA | APPROVED | 2017-11-03 |
| MD | RA | APPROVED | 2017-11-02 |
Branch Locations
25 West Third Street Suite 600, Williamsport, PA 17701 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Williamsport | PA | 04/1991 | 11/2017 |
| Bank Of America, N.A. | Williamsport | PA | 12/2009 | 11/2017 |
| Janney Montgomery Scott, Llc | Williamsport | PA | 11/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-23 |
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