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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-12 |
| AZ | RA | APPROVED | 2022-11-01 |
| GA | RA | APPROVED | 2022-08-30 |
| PA | RA | APPROVED | 2022-08-10 |
Branch Locations
Fountain Hills, AZ • United States
1650 Crooked Oak Drive Suite 100, Lancaster, PA 17601 • United States
1700 Westgate Drive Suite 103, York, PA 17408 • 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 | Harrisburg | PA | 06/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Harrisburg | PA | 11/2016 | 08/2022 |
| Janney Montgomery Scott, Llc | York | PA | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-16 |
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