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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Colorado Boulder | Highlands Ranch | CO | 08/2020 | 02/2021 |
| Mountain Vista High School | Highlands Ranch | CO | 02/2014 | 10/2016 |
| The Sink | Boulder | CO | 08/2022 | 03/2023 |
| Leeds School Of Business | Boulder | CO | 05/2022 | 08/2022 |
| Fidelity Investments | Greenwood Village | CO | 03/2024 | 04/2025 |
| University Of Colorado Boulder | Boulder | CO | 02/2022 | 05/2022 |
| Sanctuary Golf Course | Castle Rock | CO | 05/2021 | 08/2021 |
| Anthonys Pizza | Highlands Ranch | CO | 10/2016 | 08/2020 |
| King Soopers | Boulder | CO | 02/2021 | 05/2021 |
| Shake Shack | Boulder | CO | 11/2021 | 02/2022 |
| University Of Colorado Boulder | Boulder | CO | 08/2021 | 11/2021 |
| Student | Boulder | CO | 03/2023 | 08/2023 |
| Pacific Premier Trust | Denver | CO | 08/2023 | 03/2024 |
| Janney Montgomery Scott Llc | Philadelphia | PA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-21 |
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