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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-08-29 |
Branch Locations
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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Bexley | OH | 04/2014 | 08/2022 |
| Janney Montgomery Scott Llc | Columbus (Grandview) | OH | 08/2022 | Present |
The Ohio State University, Columbus, OH. Board of Trustees (05/2023) - 9 years term. Not investment related, not compensated, 20 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 1981-06-29 |
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