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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-18 |
| PA | RA | APPROVED | 2024-11-18 |
| TX | RA | APPROVED | 2024-11-18 |
Branch Locations
200 N. High Street Suite 201, West Chester, PA 19380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc. | Chadds Ford | PA | 05/2014 | 06/2023 |
| The Vanguard Group, Inc. | Malvern | PA | 07/2023 | 08/2024 |
| Janney Montgomery Scott Llc | West Chester | PA | 11/2024 | Present |
| Substitute Teacher Service, Inc. | Aston | PA | 09/2024 | 11/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-10 |
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