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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-17 |
| TX | RA | APPROVED_RES | 2019-01-10 |
| NJ | RA | APPROVED | 2009-11-10 |
Branch Locations
22 Corporate Woods Boulevard 4Th Floor, Albany, NY 12211 • 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 | Albany | NY | 08/2002 | Present |
1) Fort Orange Club; Local private club for business and social purposes; Albany, NY 12210; Trustee; Monthly meeting/dinner every third Tuesday of each month, help with Club governance; 3hrs/month; not investment related. 2) Hartman Farm Foundation, Loudonville, NY. A foundation set up by my country club as a 501(c)(3). Board Member (02/1989) - Allocate funds for enhancement and/or preservation of the property. Not compensated, not investment related, 1 hour/month. 3) Hartman Farm Foundation, Loudonville, NY. President (03/2025) - Reviewing projects that the new foundation would fund for preservation. Not compensated, not investment related, 1 hour/month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-06-06 |
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