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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-11-22 |
| VA | RA | APPROVED | 2009-04-20 |
Branch Locations
1021 E. Cary Street Suite 1000, Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Richmond | VA | 04/2009 | Present |
1) Cameron Foundation; non-profit foundation serving the Petersburg, Colonial Heights, Hopewell VA area and surrounding counties. Investment Committee Member; 228 S. Sycamore St. Petersburg, VA 23803; start date: 11/20/2019; Investment Committee Member; attend quarterly investment committee meetings with our advisor [REDACTED] and review overall and individual money manager performance and strategy; 2hrs/month; Investment-related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 1984-01-27 |
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