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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-03-31 |
| TX | RA | APPROVED | 2023-03-31 |
Branch Locations
1390 Ridgeview Drive Suite 101, Allentown, PA 18104-9066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co. Incorporated | New York | NY | 11/2008 | 10/2017 |
| Morgan Stanley Smith Barney | New York | NY | 06/2009 | 10/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Camp Hill | PA | 10/2017 | 03/2023 |
| Janney Montgomery Scott Llc | Allentown | PA | 03/2023 | Present |
1. Rental Properties in Alburtis, PA; Palmyra, PA; and Cleona, PA. Owner: spouse maintains all properties. Not investment related and income compensated. 2. Rental Property, Lebanon, PA. Owner (01/2026). Investment related, compensated, not active time involved.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-22 |
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