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Account
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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-25 |
| FL | RA | APPROVED | 2020-04-27 |
Branch Locations
814 North Highway A1A Suite 203, Ponte Vedra Beach, FL 32082-3298 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities, Llc | Ponte Vedra Beach | FL | 12/2013 | 04/2020 |
| Janney Montgomery Scott Llc | Ponte Vedra | FL | 04/2020 | Present |
The Maserati Club of the Southeast; not investment related; 333 Tamiami Trail S, Suite 317, Venice, FL 34285; Car Club; Board Member; start date 06/23/2016; 1 hr per month; Plan events for car club
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-04 |
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