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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-08-28 |
| TX | RA | APPROVED_RES | 2020-11-06 |
| MD | RA | APPROVED | 2018-08-17 |
Branch Locations
409 Washington Avenue Suite 815, Towson, MD 21204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Towson | MD | 08/2018 | 04/2024 |
| Tufton Capital Management Llc | Hunt Valley | MD | 05/2015 | 07/2018 |
| Janney Montgomery Scott Llc | Towson | MD | 04/2024 | Present |
1. Pickersgill Retirement Community, Townson, MD. Member of Investment Committee (09/2023); responsible for monitoring the entity's endowment and reviewing investment results. Not compensated, 1 hour/month. 2. The Society of the Cincinatti of Maryland, Washington, DC. Audit Member Committee (02/2018) - Audit the financials of the nonprofit and report to members during annual meeting every February. Not compensated, not investment related, 1 hour/month. 3. Good Shepherd School, Ruxton, MD. Board Member (09/2025) - Attend monthly meetings regarding school's operations. Provide strategic advice. Not investment related, not compensated, 1 hour/month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-08-30 |
| S65 | Uniform Investment Adviser Law Examination | 2015-09-04 |
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