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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-01-22 |
| OH | RA | APPROVED | 2008-10-09 |
| NJ | RA | APPROVED | 2008-10-07 |
| CA | RA | APPROVED | 2008-10-06 |
| TX | RA | APPROVED_RES | 2007-03-02 |
| NC | RA | APPROVED | 2004-11-01 |
Branch Locations
4064 Colony Road Two Morrocroft Centre, Suite 450, Charlotte, NC 28211 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Charlotte | NC | 08/2003 | Present |
1. Jewish Family Services of Greater Charlotte, Charlotte, NC. JFS is a social work and counseling agency dedicated to providing a full range of services to the community. Board Member (10/2023). Investment related, not compensated, 2 hours/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-21 |
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