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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Envestnet Asset Management | Newark | NJ | 07/2013 | 05/2021 |
| Portfolio Brokerage Services | Denver | CO | 07/2013 | 12/2019 |
| Janney Montgomery Scott Llc | Philadelphia | PA | 01/2023 | 07/2026 |
| Trucendent | Berwyn | PA | 06/2021 | 01/2023 |
| Janney Montgomery Scott Llc | Philadelphia | PA | 07/2026 | Present |
1. CUSPID LLC, Chester Springs, PA. Formed with family members to own and manage the real estate and rental of apartments and commercial property. Owner (04/2010): General bookkeeping, pay bills, invoices, taxes, insurance. On an annual basis we determine to distribute any profits or reinvest into the physical properties. Not compensated, 1 hour/month. 2. Veterans Multi-Service Center, Philadelphia, PA. Non-Profit organization focused on providing services, programs, opportunities to Veterans of the US Military and their Families. Board Member (09/2023) - As a Board Member, I would be responsible for helping provide strategic counsel and guidance to help advance the programs and services offered by this organization to its constituents. Not compensated, not investment related, devote 1 hour/month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-09-15 |
| S65 | Uniform Investment Adviser Law Examination | 2009-06-20 |
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