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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii-Acorn Financial Services | Haddonfield | NJ | 03/2015 | 01/2018 |
| Charles Schwab & Co., Inc. | Horsham | PA | 03/2018 | 01/2020 |
| Lincoln Investment | Fort Washington | PA | 02/2020 | 03/2026 |
| Janney Montgomery Scott Llc | Philadelphia | PA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-23 |
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