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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-13 |
| NJ | RA | APPROVED | 2025-05-13 |
| WY | RA | APPROVED | 2025-05-13 |
| FL | RA | APPROVED | 2023-04-03 |
| DE | RA | APPROVED | 2023-03-08 |
| TX | RA | APPROVED | 2014-08-14 |
| PA | RA | APPROVED | 2009-05-12 |
Branch Locations
Miami Beach, FL • United States
40 Morris Avenue Suite 200, Bryn Mawr, PA 19010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Bryn Mawr | PA | 09/2014 | Present |
1. OCEAN VILLAGE HOMEOWNERS ASSOCIATION; NOT INVESTMENT RELATED; POSTION: TREASURER; DUTIES: GENERAL - I WILL NOT BE WRITING ANY CHECKS OR MANAGING THE FUNDS OF THE ASSOCIATION. WE HAVE A MANAGEMENT COMPANY PERFORMING THOSE FUNCTIONS; DEVOTES: 1 HOUR/MONTH; NOT COMPENSATED. 2. Temple Beth Hillel Beth El, Wynnewood, PA. Endowment Committee (01/2012) - Review Endowment asset allocation and performance. Not Investment related, not compensated, 1 hour/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 1984-12-27 |
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