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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-24 |
| VA | RA | APPROVED | 2024-03-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Infinex Investments, Inc. | Meriden | CT | 08/2014 | 03/2024 |
| Janney Montgomery Scott Llc | Harrisonburg | VA | 03/2024 | Present |
1. Advisory Committee for Joint Harrisonburg City/Rockingham County Career & Technical Education, Harrisonburg, VA. Committee Person (03/2024) - help with anything the CTE students need that also includes networking with local companies in order to make them aware of the programs being offered. Not compensated, not investment related, 1 hour/month. 2. OES Champs PTO, Dayton, VA. Parent Teacher Organization that is designed to help both students and teachers with the needs of the school. PTO Member (02/2024). Not investment related, not compensated, 1 hour/month. 3. Bridgewater Retirement Community Foundation, Bridgewater, VA. The foundation was created to help and support the overall organization that is BRC. Board Chair (01/2020) - responsible for running board meetings and helping with the strategy and guidance for the foundation overall. Not compensated, not investment related, 5 hours/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-24 |
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