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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-01-19 |
| TX | RA | APPROVED | 2021-01-15 |
Branch Locations
6340 Sugarloaf Parkway Suite 130, Duluth, GA 30097 • United States
3560 Lenox Road Ne Suite 1100, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner &Amp; Smith Incorporated | Alpharetta | GA | 07/2012 | 02/2017 |
| Morgan Stanley | Duluth | GA | 02/2017 | 01/2021 |
| Janney Montgomery Scott Llc | Atlanta | GA | 01/2021 | 06/2021 |
| Janney Montgomery Scott Llc | Atlanta | GA | 06/2021 | Present |
Notary Public; not investment related; 6340 Sugarloaf Parkway, Duluth, Ga 30097; Notary; start date 01/15/2021; 1 hr per month; Notarize documents for clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-01 |
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