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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-21 |
| TX | RA | APPROVED | 2024-02-20 |
Branch Locations
814 North Highway A1A Suite 203, Ponte Vedra Beach, FL 32082-3298 • United States
1717 Arch Street, Philadelphia, PA 19103 • 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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | St. Petersburg | FL | 10/2014 | 10/2023 |
| Janney Montgomery Scott Llc | Ponte Vedra | FL | 02/2024 | 01/2025 |
| Unemployed | Jacksonville | FL | 11/2023 | 02/2024 |
| Janney Montgomery Scott Llc | Ponte Vedra | FL | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-28 |
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