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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-18 |
| TX | RA | APPROVED_RES | 2018-07-15 |
| PA | RA | APPROVED | 2018-06-14 |
Branch Locations
1010 Stony Hill Road Suite 300, Yardley, PA 19067 • United States
850 Park Shore Drive Suite 101, Naples, FL 34103 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | Yardley | PA | 07/2007 | 06/2018 |
| Janney Montgomery Scott Llc | Newtown | PA | 06/2018 | Present |
Furlong Tales, Inc.; Not Investment-Related; 11 Blayze Court, Newtown, PA 18940; Children's Books; President - Writer/Bookkeeper; 06/02/2014; .10 hrs/month; .01 hrs/day; Children's book writer
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-25 |
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