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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-26 |
Branch Locations
200 Market Street Suite 203, Montvale, NJ 07645 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vail Resorts | Ludlow | VT | 12/2014 | 01/2023 |
| Raymond James | New Rochelle | NJ | 11/2023 | 05/2025 |
| N/A | Ridgewood | NJ | 02/2023 | 08/2023 |
| Janney Montgomery Scott Llc | Montvale | NJ | 05/2025 | 06/2026 |
| Athleta | Woodcliff Lake | NJ | 09/2023 | 03/2025 |
| Janney Montgomery Scott Llc | Montvale | NJ | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-24 |
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