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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-02-25 |
| VA | RA | APPROVED | 2014-11-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Richmond | VA | 10/2014 | 01/2019 |
| Janney Montgomery Scott Llc | Richmond | VA | 01/2019 | 12/2024 |
| Janney Montgomery Scott Llc | Richmond | VA | 12/2024 | Present |
1. Financial Planning Association of Central Virginia, Virginia Beach, VA. Board Member At Large (11/2023) - Meeting with other board members and sharing ideas about financial planning. Not investment related, not compensated, 1 hour/month. 2. VCU Financial Planning Advisory Board, Richmond VA. Board Member (09/2025) - Serve as an advisory board member to ensure that VCU's financial planning academic programs align with industry needs. Not compensated, not investment related, 2 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-28 |
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