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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-27 |
Branch Locations
20 Erford Road Suite 315, Lemoyne, PA 17043 • United States
1650 Crooked Oak Drive Suite 100, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mid Penn Bank | Harrisburg | PA | 08/2015 | 09/2016 |
| Pfm Fund Distributors | Harrisburg | PA | 04/2017 | 07/2022 |
| Unemployed | Harrisburg | PA | 10/2016 | 03/2017 |
| Fnb Wealth Management | Harrisburg | PA | 07/2022 | 04/2026 |
| Janney Montgomery Scott Llc | Lancaster | PA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-29 |
| S65 | Uniform Investment Adviser Law Examination | 2022-08-19 |
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