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265 Franklin Street Suite 1702, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
265 Franklin Street Suite 1702, Boston, MA 02110 • United States
Stuart, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Inc. | New York | NY | 10/1989 | 10/2016 |
| Janney Montgomery Scott Llc | Stuart | FL | 10/2016 | 12/2019 |
| Coburn & Meredith Inc | Simsbury | CT | 01/2020 | 07/2021 |
| Wealth Effects Llc | Stuart | FL | 07/2021 | Present |
Stuart Congregational Church, Indian Street, Stuart, FL 34997; Not an investment related business; Nature: Religious organization; Position: Board Member; Duties: Review an advise on investments; Devotes 1 hour/month; not compensated.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-02 |
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