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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-10-12 |
Branch Locations
630 Division Street Suite 1, Dubois, PA 15801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Saint Louis | MO | 06/2016 | 10/2023 |
| Janney Montgomery Scott Llc | Dubois | PA | 10/2023 | Present |
| Janney Montgomery Scott Llc | Dubois | PA | 10/2023 | 10/2023 |
1. Downtown Dubois Group, DuBois, PA. Non-profit organization promoting Dubois downtown area through beautification, economic development, marketing, promotions and fundraising. Vice President (01/2018) - responsibilities are to vote on board motions, help plan fundraisers, discuss ideas for beautification and development for our downtown. Not compensated, not investment related, 2 hours/month. 2. DuBois area United Way, Dubois, PA. Board member (05/2026) - assist with fundraising events and vote on organization matters. Not investment related, not compensated, 5 hours/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-30 |
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