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Janney Montgomery Scott LLC CRD 463
$110B regulatory AUM 1,031 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-31 |
| TX | RA | APPROVED | 2026-07-30 |
Branch Locations
5960 Berkshire Lane Suite 500, Dallas, TX 75225 • United States
8950 Sw 74 Court Suite 2005, Miami, FL 33156 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Davis Distributors, Llc | New York | NY | 02/2013 | 06/2022 |
| Bny Mellon Securities Corporation | New York | NY | 06/2022 | 04/2025 |
| Janney Montgomery Scott Llc | Miami | FL | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-30 |
| S65 | Uniform Investment Adviser Law Examination | 2012-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-19 |
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