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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-18 |
| OH | RA | APPROVED | 2023-09-29 |
Branch Locations
5005 Rockside Road Suite 215, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Cleveland | OH | 09/2017 | 12/2018 |
| The Vitamin Shoppe | Erie | PA | 03/2017 | 09/2017 |
| The Vitamin Shoppe | Niles | OH | 12/2016 | 03/2017 |
| The Vitamin Shoppe | Cranberry Twp | PA | 12/2015 | 12/2016 |
| Pnc Investments | Pittsburgh | PA | 03/2018 | 12/2018 |
| Pnc Investments | Cleveland | OH | 12/2018 | 06/2019 |
| Key Investment Services Llc | Brooklyn | OH | 06/2019 | 09/2021 |
| Key Investment Services | Avon | OH | 09/2021 | 09/2023 |
| Janney Montgomery Scott Llc | Independence | OH | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-06 |
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