Brandon James Monahan

$110B regulatory AUM 1,031 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

1717 Arch Street, Philadelphia, PA 19103 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2021-10-01
MD	RA	APPROVED	2019-08-05

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Baltimore	MD	07/2018	07/2019
Salisbury University	Salisbury	MD	08/2014	05/2018
Commonwealth Of Pennsylvania	Hanover	PA	05/2016	02/2017
Bank Of America, N.A.	Baltimore	MD	08/2018	07/2019
Janney Montgomery Scoot Llc	Baltimore	MD	08/2019	04/2021
Janney Montgomery Scoot Llc	Towson	MD	04/2021	07/2022
Janney Montgomery Scott Llc	Towson	MD	07/2022	08/2023
Janney Montgomery Scott Llc	Westminster	MD	08/2023	Present

07/2018 → 07/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Baltimore, MD
08/2014 → 05/2018

Salisbury University

Salisbury, MD
05/2016 → 02/2017

Commonwealth Of Pennsylvania

Hanover, PA
08/2018 → 07/2019

Bank Of America, N.A.

Baltimore, MD
08/2019 → 04/2021

Janney Montgomery Scoot Llc

Baltimore, MD
04/2021 → 07/2022

Janney Montgomery Scoot Llc

Towson, MD
07/2022 → 08/2023

Janney Montgomery Scott Llc

Towson, MD
08/2023 → Present

Janney Montgomery Scott Llc

Westminster, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-11-12

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