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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Great-West Financial | Greenwood Village | CO | 03/2017 | 05/2018 |
| Agility Logistics | Philadelphia | PA | 08/2016 | 03/2017 |
| Gwfs Equities | Denver | CO | 06/2018 | 03/2019 |
| Gwfs Equities | Greenwood Village | CO | 06/2019 | 07/2022 |
| Janney Montgomery Scott Llc | Philadelphia | PA | 07/2022 | 02/2025 |
| Janney Montgomery Scott Llc | Philadelphia | PA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-15 |
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