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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-08-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Drexel University | Philadelphia | PA | 09/2012 | 09/2017 |
| Axa Advisors, Llc | New York | NY | 10/2017 | 06/2019 |
| Janney Montgomery Scott Llc | Philadelphia | PA | 06/2019 | 01/2021 |
| Janney Montgomery Scott Llc | Philadelphia | PA | 01/2021 | 11/2022 |
| Sei Investments | Oaks | PA | 11/2022 | 07/2023 |
| Janney Montgomery Scott Llc | Philadelphia | PA | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-31 |
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