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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-10-07 |
| PA | RA | APPROVED | 2018-11-30 |
Branch Locations
Philadelphia, PA • United States
15 N. Main Street Suite 300, West Hartford, CT 06107-2420 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott | Philadelphia | PA | 04/2018 | 03/2021 |
| Levy Wealth Management | Philadelphia | PA | 09/2017 | 04/2018 |
| Northwestern Mutual | Philadelphia | PA | 04/2017 | 09/2017 |
| Temple University | Philadelphia | PA | 08/2014 | 04/2017 |
| Janney Montgomery Scott Llc | Philadelphia | PA | 03/2021 | 11/2023 |
| Janney Montgomery Scott Llc | Philadelphia | PA | 11/2023 | 10/2025 |
| Janney Montgomery Scott Llc | West Hartford | CT | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-29 |
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