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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-12 |
| TX | RA | APPROVED | 2025-05-12 |
Branch Locations
6236 Lower York Road, New Hope, PA 18938 • United States
1010 Stony Hill Road Suite 300, Yardley, PA 19067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 10/2022 | 12/2023 |
| Mcadam Financial | Philadelphia | PA | 09/2019 | 09/2022 |
| Crest Savings Bank | Wildwood | NJ | 12/2018 | 06/2019 |
| Karr Barth | Bala Cynwyd | PA | 01/2018 | 03/2018 |
| Tavern On Pine | Huntington Valley | PA | 01/2015 | 03/2018 |
| Empower Financial Services, Inc | Greenwood Village | CO | 02/2024 | 09/2024 |
| Janney Montgomery Scott Llc | Philadelphia | PA | 09/2024 | 09/2025 |
| The City Of North Wildwood | North Wildwood | NJ | 05/2014 | 10/2025 |
| The City Of North Wildwood | North Wildwood | NJ | 10/2024 | 10/2025 |
| Janney Montgomery Scott Llc | New Hope | PA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-23 |
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