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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-01-13 |
| TX | RA | APPROVED_RES | 2014-02-13 |
| CA | RA | APPROVED | 2013-07-26 |
| OH | RA | APPROVED | 2008-10-10 |
| PA | RA | APPROVED | 2006-06-12 |
Branch Locations
1337 Third Street, Beaver, PA 15009-2531 • United States
2200 Georgetown Drive Suite 400, Sewickley (Wexford), PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Beaver | PA | 11/1997 | 01/2021 |
| Janney Montgomery Scott Llc | Beaver | PA | 01/2021 | 01/2026 |
| Janney Montgomery Scott Llc | Beaver | PA | 01/2026 | Present |
1) C3 Compassion, Beaver, PA; Not Investment Related; Nature: A charitable organization that addresses issues of childhood poverty, particularly food and education insufficiencies in Africa, El Salvador and India; Title/Position: Board Member; Duties: Advisory and charitable governance oversight; Devotes 5 hrs./mo.; Start: 04/2021; Not compensated. 2) Licensed Notary, Beaver, PA; Not Investment Related; Provide notary services to Janney clients at no charge, no notary services performed outside of Janney business; 1 hr/mo; Start; 06/29/2021 3) Heritage Valley Health System, Beaver, PA. Patient Safety Committee: duties are to establish and maintain a patient safety program to provide safe environment to the patients, visitors and staff. Not compensated, 4 hrs./month, not investment related, 11/2022. 4) Heritage Valley Health System, Beaver, PA. Medical Group Committee: duties include making decisions about employed physician matters. Serves as a liaison between the Medical Staff, Administration and the Board. Not compensated, 4 hrs./month, not investment related, 11/2022. 3) Heritage Valley Health System, Beaver, PA. Institutional Review Board (04/2024) - review clinical trials and the non-scientific member's job is to make sure that the instructions written for the trial can be understood by trial participants and not just the clinicians. The board meets on a quarterly basis for approximately 1-2 hours per meeting. Not investment related, not compensated, 3 hours/month 4) Heritage Valley Health System, Beaver, PA. Board of Directors (01/2025). Not compensated, not investment related, 3 hours/month. 5) 2EC, Beaver Falls, PA. Investor/Partner (06/2024) - App developer. Investment related, not compensated, 4 hours/month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-02-08 |
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