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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-01-14 |
| TX | RA | APPROVED_RES | 2017-08-07 |
| PA | RA | APPROVED | 2006-03-30 |
Branch Locations
542 N. Lewis Road Suite 104, Royersford, PA 19468 • 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 | Pottstown | PA | 11/1999 | Present |
Self; Not Investment Related; Nature: Multiple rental properties in FL; Title/Position: Co-Owner; Start 10/1/2005; Duties: Pay expenses, track income vs. expenses, maintain properties; Devotes 5-hours per year; Compensated through some rental income.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-20 |
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