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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-15 |
| PA | RA | APPROVED | 2024-08-14 |
Branch Locations
121 East Main Street, Ligonier, PA 15658-1228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Pittsburgh | PA | 05/2019 | 07/2024 |
| Kpmg | Pittsburgh | PA | 09/2016 | 04/2019 |
| Janney Montgomery Scott | Ligonier | PA | 08/2024 | Present |
| Janney Montgomery Scott Llc | Ligonier | PA | 08/2024 | 08/2024 |
First Street Foundation AKA Risk Factor, New York, NY. FSF creates climate risk modeling. Consultant (06/2022) - provides consulting services relating to new product development. Provide feedback on quality and reasonability of the climate products (models and research) developed by First Street Foundation. Compensated, not investment related, 5 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-08 |
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