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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-10-14 |
| PA | RA | APPROVED | 2025-10-14 |
| TX | RA | APPROVED | 2025-10-10 |
Branch Locations
1400 N. Providence Road Suite 3005, Media, PA 19063-2098 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2025 |
| Janney Montgomery Scott Llc | Media | PA | 10/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
Springfield School District, Springfield, PA. Elected School Board Director (12/2014). Not investment related, not compensated, 4 hours/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1987-12-11 |
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