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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-06-08 |
| CT | RA | APPROVED | 2021-05-27 |
| TX | RA | APPROVED | 2021-05-27 |
Branch Locations
222 Rosewood Drive Suite 200, Danvers, MA 01923 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Boston | MA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boston | MA | 11/2016 | 05/2021 |
| Janney Montgomery Scott Llc | Danvers | MA | 05/2021 | Present |
1 RENTAL PROPERTY; INV RELATED; GLOUCESTER, MA; OWNER; START: 6/1/17; 0 HR/MO; 0 DURING TRADING. 2. Hamilton/Wenham Youth Football Program, S. Hamilton, MA. Board Member and Coach (08/2023) - Coach 5th grade football team; attend schedule board meetings. Not compensated, not investment related, 32 hours/month (non-business hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-25 |
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