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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-09 |
| MA | RA | APPROVED | 2023-09-11 |
| NH | RA | APPROVED | 2023-09-06 |
Branch Locations
60 State Street Suite 1350, Boston, MA 02109-1803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Pittsfield | MA | 02/2023 | 09/2023 |
| Luckys Ice Cream & Grill | Lee | MA | 05/2014 | 08/2018 |
| Michaels Restaurant | Stockbridge | MA | 03/2020 | 02/2023 |
| Luckys Ice Cream & Grill | Lee | MA | 04/2020 | 09/2022 |
| Wheeler & Taylor Insurance | Great Barrington | MA | 06/2021 | 08/2021 |
| Fairfield University | Fairfield | MA | 09/2018 | 04/2022 |
| Lenox Memorial Middle And High School | Lenox | MA | 09/2014 | 05/2018 |
| Janney Montgomery Scott Llc | Pittsfield | MA | 09/2023 | 08/2025 |
| Janney Montgomery Scott Llc | Boston | MA | 08/2025 | 11/2025 |
| Janney Montgomery Scott Llc | Boston | MA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-12 |
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