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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-26 |
| PA | RA | APPROVED | 2018-11-20 |
| NJ | RA | APPROVED | 2018-06-26 |
Branch Locations
1235 Westlakes Drive Suite 225, Berwyn (Valley Forge), PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Margate City | NJ | 11/2015 | 06/2018 |
| Janney Montgomery Scott Llc | Radnor | PA | 06/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-05 |
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