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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-03-10 |
| DE | RA | APPROVED | 2013-08-01 |
Branch Locations
651 North Broad Street Suite 107, Middletown, DE 19709 • United States
20 Montchanin Road Suite 120, Greenville, DE 19807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Greenville | DE | 07/2014 | 01/2024 |
| Janney Montgomery Scott Llc | Greenville | DE | 01/2024 | Present |
1. TRIDENT INVESTMENT PARTNERS. NOT INVESTMENT RELATED. TREASURER. AVONDALE, PA. 1992. 1-2 HOURS PER MONTH. 2. Trident Investment Partners, Landenberg, PA. Partner (12/1990) - review financials quarterly. Investment related, not compensated, 1 hour/month. 3. Here Now Investments, LLC, Landenberg, PA. Partner (03/2026) - Review Financials quarterly. Investment related, not compensated, 1 hour/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-23 |
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