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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-09-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Harrisonburg | VA | 10/2021 | 10/2022 |
| Bb&T/Truist Bank | Broadway | VA | 07/2015 | 10/2021 |
| Janney Montgomery Scott Llc | Harrisonburg | VA | 10/2022 | 10/2022 |
| Janney Montgomery Scott Llc | Harrisonburg | VA | 10/2022 | 01/2024 |
| Janney Montgomery Scott Llc | Harrisonburg | VA | 01/2024 | 08/2024 |
| Janney Montgomery Scott Llc | Harrisonburg | VA | 08/2024 | Present |
1. Rotary Club of Broadway Timberville, Broadway, Virginia; Not Investment Related; Nature: Civic Organization; Title/Position: Member; Duties: Club volunteer for events supporting the local community; Time Devoted: 6 hours/month - Meetings; Not compensated. 2. Town of Broadway (Virginia), Industrial Development Authority Board, Broadway, VA. Town Council appointed position. The IDA is a conduit financing agency that issues financing for governments and non-profits. Board Member; meet on an as needed basis, typically once a year. Board members will be involved in voting to approve financing for local organizations. Compensated/meeting, Investment-related. 3. Rockingham Education Foundation, Inc (REFI), Harrisonburg, VA. REFI supports learning by securing financial contributions and educational resources that benefit RCPS students and teachers. Board Member (12/2022); Support decisions related to core programs: Early Literacy, Educational Grants, Teacher Recognition, Scholarships, and the Teacher Supply Depot. Volunteer to help with fundraising events. Not compensated, 2 hrs./month, not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-28 |
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