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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-02-26 |
| CT | RA | APPROVED | 2017-02-23 |
Branch Locations
2150 Post Road 2Nd Floor, Fairfield, CT 06824-5669 • United States
Monroe, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Inc. | Fairfield | CT | 11/1996 | Present |
Lakewood-Trumball YMCA; Not Investment Related; Board Member of local branch of the YMCA; Duties: attend monthly meeting to advise on operations matters and to discuss raising money and membership through community engagement; Devotes 4-5 hours/month; not compensated.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-07 |
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