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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2011-05-12 |
| TX | RA | APPROVED_RES | 2011-03-02 |
| NJ | RA | APPROVED | 2009-06-26 |
| PA | RA | APPROVED | 2009-04-28 |
Branch Locations
40 Morris Avenue Suite 200, Bryn Mawr, PA 19010 • 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 |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Radnor | PA | 04/2009 | 09/2020 |
| Janney Montgomery Scott Llc | Bryn Mawr | PA | 09/2020 | Present |
1. St John Neumann Parish, Bryn Mawr, PA. Finance Committee Member (05/2023) - Offer opinion on church funding needs for non-profit. Help church with evaluating new capital expenditures. Not compensated, 2 hours/month, not investment related. 2. Camino Farms, Non-Profit, Narberth, PA. Board Member (01/2026) - Review budgets, financial statements and cash flow : Ensure internal controls and risk management : Oversee annual audit or financial review : Advise on reserves and long-term financial planning. Not investment related, not compensated, 2 hour/month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-01-29 |
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