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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-09-13 |
| PA | RA | APPROVED | 2016-10-26 |
| NJ | RA | APPROVED | 2013-07-30 |
| TX | RA | APPROVED_RES | 2013-05-20 |
| CA | RA | APPROVED | 2013-05-14 |
| FL | RA | APPROVED | 2005-05-10 |
Branch Locations
3001 Pga Boulevard Suite 200, Palm Beach Gardens, FL 33410 • United States
3 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 |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Philadelphia | PA | 02/2003 | Present |
Fulcrum Stable, LLC; 5123 SW Spring Aster Court, Palm City, FL 34990; start date 4/22/2019; managing member; i will be responsible for identifying horses to be purchased and raced. i will not be responsible for handling the funds for bill paying; 5hr/month; 0.25hr/day; account [REDACTED]; we have incorporated into an LLC; not investment-related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-05 |
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