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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-07-21 |
| PA | RA | APPROVED | 2020-06-10 |
Branch Locations
150 Radnor-Chester Road Suite B-100, Radnor, PA 19087 • United States
1717 Arch Street, Philadelphia, PA 19103 • UNITED STATES
701 East Gate Drive Suite 210, Mt. Laurel, NJ 08054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Snowden Account Services, Inc. | New York | NY | 08/2014 | 08/2017 |
| Snowden Capital Advisors Llc | New York | NY | 08/2014 | 08/2017 |
| National Securities Corp | New York | NY | 08/2017 | 01/2018 |
| Janney Montgomery Scott Llc | Radnor | PA | 03/2020 | Present |
| Bny Mellon | Philadelphia | PA | 01/2018 | 02/2020 |
1. PGA 2026 Golf Tournament, Newtown Square, PA. Executive Committe and Co-Head of Hospitality (11/2023) - Assist the PGA is running the 2026 golf tournament providing local knowledge of the market and specific knowledge of Aronimink Golf Club. Not compensated, 1 hour/month, not investment related. 2. Aronimink Golf Club, Newtown Square, PA. Board Member/Judiciary Committee (11/2023) - two year term, dealing with issues of appropriate behavior of club members. Not compensated, 2 hours/month, not investment related. 3. Rental Property, Ocean City, NJ. Owner w/spouse - keep track of rentals and upkeep. Investment related, 2 hours/month, rental income.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-09 |
| S65 | Uniform Investment Adviser Law Examination | 1994-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 1984-01-05 |
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