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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-08-20 |
| PA | RA | APPROVED | 2025-08-20 |
| TX | RA | APPROVED_RES | 2025-08-19 |
Branch Locations
20 Montchanin Road Suite 120, Greenville, DE 19807 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Greenville | DE | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Greenville | DE | 11/2016 | 08/2025 |
| Janney Montgomery Scott Llc | Greenville | DE | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-12 |
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