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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2011-10-06 |
| TX | RA | APPROVED_RES | 2011-05-05 |
| NJ | RA | APPROVED | 2008-10-08 |
| CA | RA | APPROVED | 2008-10-06 |
| PA | RA | APPROVED | 2006-05-24 |
Branch Locations
25 West Third Street Suite 600, Williamsport, PA 17701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Inc. | Williamsport | PA | 05/1998 | Present |
1) ST. Boniface Church; Finance Committee; 326 Washington Blvd. Williamsport, PA 17701; Start date: 10/01/2020; Review annual budgets, assist in making capital improvement decisions; 0.50hrs/month; Not Investment-related 2) Jersey Shore Public Library, Jersey Shore, PA. Board Member, promote the local library in the community. Not compensated, 1 hr./month, not investment-related, 02/2023. 3) Susquehanna Health Foundation, Williamsport, PA. Planned Gifts Committee (06/2023). Not compensated, 1 hr./month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-17 |
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