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1345 Avenue Of The Americas 27Th Floor, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-09-19 |
| TX | RA | APPROVED_RES | 2025-09-19 |
Branch Locations
Phoenixville, PA • United States
1345 Avenue Of The Americas 27Th Floor, New York, NY 10105 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | West Chester | PA | 01/2020 | 10/2021 |
| Boenning & Scattergood, Inc. | West Conshohocken | PA | 10/2021 | 02/2023 |
| Lpl Financial, Llc | West Conshohocken | PA | 02/2023 | 09/2025 |
| Aegis Capital Corp | New York | NY | 09/2025 | Present |
| Janney Montgomery Scott Inc. | Bala Cynwyd | PA | 02/1999 | 01/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-15 |
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