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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-07-15 |
| PA | RA | APPROVED | 2018-06-14 |
Branch Locations
1010 Stony Hill Road Suite 300, Yardley, PA 19067 • 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 |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | Yardley | PA | 02/2012 | 06/2018 |
| Janney Montgomery Scott Llc | Yardley | PA | 06/2018 | Present |
Cedar Hollow Condominium Association; Investment related; 1673 Covington Road, Yardley, PA; Position; Board Member; Start date: 07/01/2002; 1 hr per month/0 hr per trading day; Meet quarterly to review by-laws, budget for my homeowner's association.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-19 |
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