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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-04-19 |
| TX | RA | APPROVED_RES | 2021-02-24 |
| MN | RA | APPROVED | 2020-08-07 |
| DE | RA | APPROVED | 2020-01-23 |
| PA | RA | APPROVED | 2020-01-17 |
Branch Locations
Philadelphia, PA • United States
1235 Westlakes Drive Suite 225, Berwyn (Valley Forge), PA 19312 • United States
12001 Old Vine Blvd. Unit #106, Lewes, DE 19958 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Berwyn | PA | 04/2014 | 01/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2015 | 01/2020 |
| Janney Montgomery Scott Llc | Berwyn | PA | 01/2020 | Present |
| Janney Montgomery Scott Llc | Lewes | DE | 01/2020 | Present |
1) Cornell Club of Philadelphia; Alumni organization; 30 Woodview Rd. Malvern, PA 19355; start date 06/01/2014; Vice President of Programming, plan events for alumni; 4hrs/month; Not investment-related 2) Lakeside Station Rental Property, Lansing, NY. Owner (06/2023); Duties: Maintain property for occasional short-term rental; managed by a property manager. No time devoted, rental income, not investment related. 3) SLSS Associates LLC, Philadelphia, PA. Owner of Private Equity Investment (12/2025). Investment related, not compensated, not time devoted.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-23 |
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