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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-03-24 |
| PA | RA | APPROVED | 2016-12-05 |
| NJ | RA | APPROVED | 2016-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bridgewater | NJ | 09/2009 | 12/2016 |
| Bank Of America, N.A. | Bridgewater | NJ | 12/2009 | 12/2016 |
| Janney Montgomery Scott Llc | New Hope | PA | 12/2016 | Present |
1) The Hun School of Princeton; Investment related; 176 Edgerstoune Rd, Princeton, NJ 08450; Private Coeducation college preparatory school; Investment Committee member; Start date:11/09/2001; 3 hrs month/ .02 hrs trading day; Sit on the Investment Committee that oversees the endowment for the school
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-05 |
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