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Current Employers
Janney Montgomery Scott Llc

1717 Arch Street, Philadelphia, PA 19103 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-04-30
PA RA APPROVED 2019-06-10
  • TX RA
    APPROVED
    Since 2020-04-30
  • PA RA
    APPROVED
    Since 2019-06-10

Branch Locations

One Ppg Place Suite 2200, Pittsburgh, PA 15222 • United States

Pittsburgh, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Orchard Hill Church Wexford PA 10/2014 12/2017
Primerica Financial Services Pittsburgh PA 08/2013 01/2018
Pfs Investments Inc. Pittsburgh PA 04/2015 01/2018
Janney Montgomery Scott Llc Pittsburgh PA 01/2018 Present
  • 10/2014 → 12/2017
    Orchard Hill Church
    Wexford, PA
  • 08/2013 → 01/2018
    Primerica Financial Services
    Pittsburgh, PA
  • 04/2015 → 01/2018
    Pfs Investments Inc.
    Pittsburgh, PA
  • 01/2018 → Present
    Pittsburgh, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-07
S63 Uniform Securities Agent State Law Examination 2015-05-15
  • S65 Uniform Investment Adviser Law Examination
    2019-06-07
  • S63 Uniform Securities Agent State Law Examination
    2015-05-15

View on SEC IAPD

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