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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-12-19 |
| NJ | RA | APPROVED | 2018-01-29 |
| TX | RA | APPROVED | 2018-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park | NJ | 08/2013 | 01/2018 |
| Bank Of America, N.A. | Florham Park | NJ | 12/2013 | 01/2018 |
| Janney Montgomery Scott Llc | Bedminster | NJ | 01/2018 | 12/2022 |
| Janney Montgomery Scott Llc | Bedminster | NJ | 12/2022 | Present |
1. Fordham University/Gabelli School of Business; Bronx, NY. Adjunct Business Professor (01/2023); teach Strategy Class to Undergraduate students in the evenings. Compensated, 20 hrs./month, not Investment Related. 2. Wharton Club of New Jersey, Basking Ridge, NJ. Member of Board of Directors (08/2022). Not compensated, not investment related, 3 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-20 |
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