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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-06-30 |
| TX | RA | APPROVED | 2020-06-30 |
Branch Locations
542 N. Lewis Road Suite 104, Royersford, PA 19468 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Collegeville | PA | 03/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Collegeville | PA | 11/2016 | 06/2020 |
| Janney Montgomery Scott Llc | Pottstown | PA | 06/2020 | 04/2022 |
| Janney Montgomery Scott Llc | Royersford | PA | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-05 |
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