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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-08 |
| MA | RA | APPROVED | 2026-02-08 |
| CT | RA | APPROVED | 2026-01-30 |
Branch Locations
804 Main Street 1St Floor, Osterville, MA 02655-2047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hyannis | MA | 04/2014 | 06/2021 |
| Bank Of America N.A. | Hyannis | MA | 12/2014 | 06/2021 |
| Ameriprise Financial Services Llc | Osterville | MA | 06/2021 | 01/2026 |
| Janney Montgomery Scott Llc | Osterville | MA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-29 |
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