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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-02-22 |
| MD | RA | APPROVED | 2017-02-21 |
Branch Locations
2328 W. Joppa Road Suite 100, Lutherville (Greenspring), MD 21093 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Baltimore | MD | 07/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Baltimore | MD | 11/2016 | 02/2017 |
| Janney Montgomery Scott Llc | Baltimore | MD | 02/2017 | 09/2022 |
| Janney Montgomery Scott Llc | Lutherville/Greenspring | MD | 09/2022 | Present |
There Goes My Hero, Lutherville-Timonium, MD; Not Investment Related; Nature: Non-Profit that partners with DKMS to add potential lifesavers to the National Bone Marrow Registry; and with the Sidney Kimmel Comprehensive Cancer Center and other local providers to provide a support system to blood cancer patients and their families, including transportation services, parking coupons, and housing during treatment; Position/Title: Board Member - Finance Committee; Duties: Participate in meetings and fund raise for the organization; Start 05/2021; Devotes: 10 hrs./mo.; Not compensated.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-18 |
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