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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-11 |
| PA | RA | APPROVED | 2023-08-24 |
| TX | RA | APPROVED | 2023-08-24 |
Branch Locations
150 Radnor-Chester Road Suite B-100, Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Radnor | PA | 02/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Radnor | PA | 11/2016 | 08/2023 |
| Janney Montgomery Scott Llc | Radnor | PA | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-22 |
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