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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2008-10-10 |
| CA | RA | APPROVED | 2008-10-06 |
| NJ | RA | APPROVED | 2005-09-26 |
Branch Locations
2 disclosure categories 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 | Philadelphia | PA | 11/2001 | Present |
1) Kevin Charos Family LP; Investment related; 12 Winchester Drive, Scotch Plains, NJ 07076; This entity will hold my shares in Cloverleaf realty and Killeybegs realty for estate tax purposes. I will be a general partner owning 1% and my two children are the beneficiaries of the LP owning 49.5 upon my death. Manage the LP; 1 hr per month/0 hr trading day; Manage the assets of the LP if I deposit cash into it to purchase stock bonds real estate etc. 2) Earagail LLC, East Quogue, NY; Nature: LLC to hold my Mother's home upon her death; Title: Owner - 25%; Duties: I have no involvement in the LLC; Start March 2022; Not compensated. 3. Pocono Pines Property, Pocono Pines, PA. Owner w/Spouse (05/2023) - management company finds tenants. No active hours involved, rental income, not investment related. 4. Seasonal Property Rental, Lake Naomi, PA. Owner w/Spouse (02/2008) - seasonal rental, not investment related, no active involvement, rental income. 5. Fiduciary Responsibilities, East Quogue, NY. Co-Executor of Will (04/2022). Not compensated, 2 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-04 |
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