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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-01-09 |
| MD | RA | APPROVED | 2024-01-05 |
| TX | RA | APPROVED | 2024-01-05 |
Branch Locations
40 Wight Avenue Suite 510, Hunt Valley, MD 21030 • 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 |
|---|---|---|---|---|
| Fidelity | Towson | MD | 02/2014 | 07/2018 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 01/2024 |
| Janney Montgomery Scott Llc | Hunt Valley | MD | 01/2024 | Present |
1. Notary Public, Hunt Valley, MD. Notary Public (09/2017) - Notarizing Janney client documents. Not charging or collecting fees for providing this service to clients. Not investment related, no compensated, 1 hour per month. 2. Erin Levitas Foundation, Baltimore, MD. Board Member (06/2024) - help with event organization and community involvement. Not investment related, not compensated, 1 hour/month. 3. Keystone Ventures LLC, Cockeysville, MD. Spouse Owner (01/2026). Investment related, not compensated, 1 hour/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-31 |
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