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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-10 |
| TX | RA | APPROVED | 2025-10-10 |
Branch Locations
1400 N. Providence Road Suite 3005, Media, PA 19063-2098 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Prudential Insurance Company Of America | Dresher | PA | 04/2011 | 10/2018 |
| Prudential Annuities Distributors, Inc. | Dresher | PA | 04/2011 | 10/2018 |
| Morgan Stanley | Newtown Square | PA | 10/2018 | 10/2025 |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2018 | 10/2025 |
| Janney Montgomery Scott Llc | Media | PA | 10/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2018 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-14 |
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