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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-27 |
| PA | RA | APPROVED | 2019-04-26 |
| TX | RA | APPROVED | 2019-04-26 |
Branch Locations
4140 Parklake Avenue Glenlake One, Suite 300, Raleigh, NC 27612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Allentown | PA | 06/2010 | 04/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2015 | 04/2019 |
| Janney Montgomery Scott Llc | Allentown | PA | 04/2019 | 10/2025 |
| Janney Montgomery Scott Llc | Raleigh | NC | 10/2025 | Present |
1. Lehigh Valley Aging in Place; P.O. Box 3103, Allentown, PA 18106; Start date 7/10/2019; member/volunteer; network with other members, volunteer at events; 2hr/month; 0/10hr/month; I was a member at my previous employer and I'm renewing my membership; not investment-related 2. Estate Planning Council of the Lehigh Valley, Lehigh, Valley, PA. Volunteer: Help manage/lead the council as a volunteer on the executive committee. Not compensated, 2 hours/month, not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-03 |
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