DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

CHRISTINE BARBRA STEFANSKI

Advisor at JANNEY MONTGOMERY SCOTT LLC

MARLTON, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7b344e68-dd3c-484d-6fb5-05a2d8f4b3fd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 8, 2006 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: JANNEY MONTGOMERY SCOTT LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 25, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: May 25, 2006
First registration: Jun 8, 2006
Dual registered: yes, broker-dealer
Other names: CHRISTINE BARBRA STEFANSKI|CHRISTINE BARBRA TROIANO|CHRISTINE BARBARA STEFANSKI
IAPD individual key: 2604818

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
JANNEY MONTGOMERY SCOTT LLC	Bd affiliated wealth	Feb 27, 2013	n/a	yes	MARLTON, NJ	Current employment
PLANNING CAPITAL MANAGEMENT CORP.	Former SEC adviser	Jun 28, 2012	Feb 22, 2013	no	PAOLI, PA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Aug 2, 2010	Aug 2, 2010	no	HADDONFIELD, NJ	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jun 8, 2006	Dec 31, 2008	no	MT. LAUREL, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PLANNING CAPITAL MANAGEMENT CORP.	JANNEY MONTGOMERY SCOTT LLC	Feb 22, 2013	Feb 27, 2013	5	Firm change	Other
LPL FINANCIAL LLC	PLANNING CAPITAL MANAGEMENT CORP.	Aug 2, 2010	Jun 28, 2012	696	Firm change after gap	Other
CITIGROUP GLOBAL MARKETS INC.	LPL FINANCIAL LLC	Dec 31, 2008	Aug 2, 2010	579	Firm change after gap	Other

Relationships

Registered with (4)

→ JANNEY MONTGOMERY SCOTT LLCRegistered adviserregistration: current employment
Feb 27, 2013 to presentfactForm ADV
→ PLANNING CAPITAL MANAGEMENT CORP.Registered adviserregistration: previous registration
Jun 28, 2012 to Feb 22, 2013factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Aug 2, 2010 to Aug 2, 2010factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jun 8, 2006 to Dec 31, 2008factForm ADV

Dated events

No dated event names this entity yet.