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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-02 |
Branch Locations
814 North Highway A1A Suite 203, Ponte Vedra Beach, FL 32082-3298 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Jacksonville | FL | 05/2017 | 07/2021 |
| Personal Time Off / Unemployeed | Orange Park | FL | 01/2017 | 05/2017 |
| Janney Montgomery Scott Llc | Ponte Vedra Beach | FL | 07/2021 | Present |
| Invest Financial Corp | Tampa | FL | 09/1999 | 12/2016 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-10-07 |
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