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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-07-06 |
| TX | RA | APPROVED | 2021-07-02 |
Branch Locations
814 North Highway A1A Suite 203, Ponte Vedra Beach, FL 32082-3298 • United States
Jacksonville, FL • United States
1717 Arch Street, Philadelphia, PA 19103 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oakland | CA | 05/1992 | 12/2017 |
| Ameriprise Financial Services, Inc | Jacksonville | FL | 12/2017 | 08/2019 |
| Wells Fargo Clearing Services, Llc | Ponte Vedra Beach | FL | 08/2019 | 07/2021 |
| Janney Montgomery Scott Llc | Ponte Vedra Beach | FL | 07/2021 | 12/2023 |
| Janney Montgomery Scott Llc | Ponte Vedra Beach | FL | 12/2023 | 01/2024 |
| Janney Montgomery Scott Llc | Ponte Vedra Beach | FL | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-29 |
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