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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-02-12 |
| NC | RA | APPROVED | 2009-09-07 |
| NJ | RA | APPROVED | 2008-10-07 |
| CA | RA | APPROVED | 2008-10-06 |
| OH | RA | APPROVED | 2008-10-06 |
| TX | RA | APPROVED | 2007-03-14 |
| CT | RA | APPROVED | 2007-02-22 |
Branch Locations
95 Glastonbury Boulevard Suite 404, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Glastonbury | CT | 02/2007 | Present |
1. Heger Homes LLC, Longmeadow, MA; homes and business purchases. Partner (02/2025). Investment related, not compensated, no active time required. 2. Francis Ouimet Scholarship Fund, Norton, MA. Leason to Longmeadow Country Club Lead Interview / Chair Ouimet Committee (10/2025) - Initiate and organize events that generate donations for college scholarships and lead interviewer. Not investment related, not compensated, 1 hour/month. 3. Feed the Kids Foundation. Board member - promote golf tournament that generates funds for the charity. Responsible for finding a title sponsor for the event. Not investment related, not compensated, 1 hour/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 1985-03-22 |
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