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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2019-10-02 |
| PA | RA | APPROVED | 2019-04-15 |
| TX | RA | APPROVED | 2019-04-15 |
Branch Locations
1013 Centre Road, Suite 102, Wilmington, DE 19805 • United States
12001 Old Vine Blvd. Unit #106, Lewes, DE 19958 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 07/2017 | 07/2018 |
| Grant Thornton Llp | Philadelphia | PA | 01/2016 | 07/2017 |
| Bank Of America, N.A. | Philadelphia | PA | 12/2017 | 07/2018 |
| Janney Montgomery Scott Llc | Philadelphia | PA | 07/2018 | 09/2019 |
| Janney Montgomery Scott Llc | Greenville | DE | 09/2019 | 05/2025 |
| Janney Montgomery Scott Llc | Wilmington | DE | 05/2025 | Present |
1. Penn State University Alumni Association, Chester County Chapter, Malvern, PA. Member, Not compensated, not investment related. 2. The Money School, Greenville, DE. Volunteer (11/2023) - Educational presenter on current investment, tax & retirement planning topics on a voluntary basis. Not compensated, not investment related, 1 hour/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-02 |
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