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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-02-05 |
Branch Locations
40 Wight Avenue Suite 510, Hunt Valley, MD 21030 • 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 | Baltimore | MD | 12/2005 | 10/2025 |
| Janney Montgomery Scott Llc | Hunt Valley | MD | 01/2026 | Present |
Children's Scholarship Fund Baltimore, Baltimore, MD. Board Member (01/2018) - Head of Fundraising. Not investment related, not compensated, 3 hours/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-24 |
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