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Advisor at JANNEY MONTGOMERY SCOTT LLC
PHILADELPHIA, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT LLC | Bd affiliated wealth | May 28, 2026 | n/a | yes | PHILADELPHIA, PA | Current employment |
| CAPITAL ANALYSTS | Bd affiliated wealth | Apr 23, 2021 | May 20, 2026 | no | Fort Washington, PA | Previous registration |
| LINCOLN INVESTMENT | Independent wealth | Apr 12, 2021 | May 20, 2026 | no | Fort Washington, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAPITAL ANALYSTS | JANNEY MONTGOMERY SCOTT LLC | May 20, 2026 | May 28, 2026 | 8 | Firm change | Ibd to ibd |
| LINCOLN INVESTMENT | CAPITAL ANALYSTS | May 20, 2026 | Apr 23, 2021 | -1,853 | Firm change after gap | RIA to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 519:162200:PA:2026-05-20 | May 20, 2026 | Apr 23, 2021 | FORT WASHINGTON, PA | Firm change after gap |