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Current Employers
Janney Montgomery Scott Llc

1717 Arch Street, Philadelphia, PA 19103 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-04-27
  • PA RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2015 → 09/2016
    Mid Penn Bank
    Harrisburg, PA
  • 04/2017 → 07/2022
    Pfm Fund Distributors
    Harrisburg, PA
  • 10/2016 → 03/2017
    Unemployed
    Harrisburg, PA
  • 07/2022 → 04/2026
    Fnb Wealth Management
    Harrisburg, PA
  • 04/2026 → Present
    Lancaster, PA
Previous Registrations
  • 2022-08-19 → 2025-12-31
    Fnb Wealth Management
    Harrisburg, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-05-29
S65 Uniform Investment Adviser Law Examination 2022-08-19
  • S63 Uniform Securities Agent State Law Examination
    2026-05-29
  • S65 Uniform Investment Adviser Law Examination
    2022-08-19

View on SEC IAPD

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