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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-03 |
| MA | RA | APPROVED | 2023-08-09 |
Branch Locations
220 Main Street 1St Floor, Suite 102, Falmouth, MA 02540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boston City Properties | Boston | MA | 01/2021 | 12/2022 |
| Erie Construction | Waltham | MA | 09/2020 | 12/2020 |
| Intercontinental Boston | Boston | MA | 05/2018 | 04/2020 |
| Boston Park Plaza | Boston | MA | 11/2016 | 05/2018 |
| Unemployed | Falmouth | MA | 11/2015 | 10/2016 |
| Unemployed | Boston | MA | 05/2020 | 09/2020 |
| Janney Montgomery Scott | Falmouth | MA | 12/2022 | 02/2024 |
| Janney Montgomery Scott Llc | Fairmouth | MA | 02/2024 | Present |
1. Neighborhood Falmouth, Falmouth, MA. Local non-profit supporting senior citizens. Board Member (10/2024) - voting member. Not compensated, not investment related, 4 hours/month. 2. BNIK Cape Cod, Falmouth, MA. Business networking group. Vice President (09/2024) - Meeting coordination and execution. Not compensated, not investment related, 4 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-02 |
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