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Advisor at JANNEY MONTGOMERY SCOTT LLC
Independence, OH
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 | Sep 29, 2023 | n/a | yes | Independence, OH | Current employment |
| KEY INVESTMENT SERVICES LLC | Bd affiliated wealth | Jul 2, 2019 | Oct 6, 2023 | no | BROOKLYN, OH|BROOKLYN, OH|Brooklyn, OH|BROOKLYN, OH|AVON, OH | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | May 22, 2019 | Jun 14, 2019 | no | CLEVELAND, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KEY INVESTMENT SERVICES LLC | JANNEY MONTGOMERY SCOTT LLC | Oct 6, 2023 | Sep 29, 2023 | -7 | Firm change | Ibd to ibd |
| PNC WEALTH MANAGEMENT | KEY INVESTMENT SERVICES LLC | Jun 14, 2019 | Jul 2, 2019 | 18 | Firm change | Ibd to ibd |