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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-12 |
| VA | RA | APPROVED | 2016-11-07 |
Branch Locations
110 Franklin Road Se Suite 500, Roanoke, VA 24011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Roanoke | VA | 09/2010 | 11/2016 |
| Janney Montgomery Scott Llc | Harrisonburg | VA | 11/2016 | 07/2021 |
| Janney Montgomery Scott Llc | Roanoke | VA | 07/2021 | 01/2026 |
| Janney Montgomery Scott Llc | Roanoke | VA | 01/2026 | Present |
VA United FC 2007/2008 ECNL RL, Roanoke, VA. Team Manager (08/2025) - Coordinating rosters for league games and tournaments. General communication. Not investment related, not compensated, 3 hours/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-27 |
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