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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-03-05 |
| TX | RA | APPROVED | 2019-02-28 |
Branch Locations
150 Radnor-Chester Road Suite B-100, Radnor, PA 19087 • United States
1235 Westlakes Drive Suite 225, Berwyn (Valley Forge), PA 19312 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Media | PA | 05/2006 | 02/2019 |
| Bank Of America, N.A. | Media | PA | 07/2011 | 02/2019 |
| Janney Montgomery Scott Inc. | Media | PA | 02/2019 | 07/2019 |
| Janney Montgomery Scott Llc | Radnor | PA | 07/2019 | 01/2024 |
| Janney Montgomery Scott Llc | Radnor | PA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-26 |
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