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Susan Aagaard Whitesell

Janney Montgomery Scott LLC

Wilkes-Barre, PA

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Current Employers
Janney Montgomery Scott Llc

1717 Arch Street, Philadelphia, PA 19103 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-02-04
PA RA APPROVED 2006-07-07
  • TX RA
    APPROVED_RES
    Since 2019-02-04
  • PA RA
    APPROVED
    Since 2006-07-07

Branch Locations

613 Baltimore Drive Suite 202, Wilkes-Barre, PA 18702 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Janney Montgomery Scott Inc. Kingston PA 03/1997 Present
Perfect Harmony Center For The Arts Kingston PA 02/2017 12/2017
Wyoming Avenue Christian Church Kingston PA 09/2015 Present
  • 03/1997 → Present
    Janney Montgomery Scott Inc.
    Kingston, PA
  • 02/2017 → 12/2017
    Perfect Harmony Center For The Arts
    Kingston, PA
  • 09/2015 → Present
    Wyoming Avenue Christian Church
    Kingston, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-06-16
  • S63 Uniform Securities Agent State Law Examination
    1994-06-16
Other Names
  • Susan Kay Whitesell
  • Susan Kay Aagaard
  • Susan Aagaard

View on SEC IAPD

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Other Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WILKES-BARRE, PA
BANKERS LIFE ADVISORY SERVICES, INC. · Wilkes Barre, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · WILKES BARRE, PA
JACOBI CAPITAL MANAGEMENT, LLC · WILKES BARRE, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WILKES BARRE, PA
WELLS FARGO CLEARING SERVICES, LLC · WILKES BARRE, PA
MORGAN STANLEY · WILKES BARRE, PA
CITIZENS SECURITIES, INC. · WILKES-BARRE, PA

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