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Detailed Report
COURTNEY KASENCHAK
COURTNEY LYNN KASENCHAK, COURTNEY LYNN MARTON
CRD#: 5339854
IA
Investment Adviser
B
Broker
JANNEY MONTGOMERY SCOTT LLCCRD#: 463 25 WEST THIRD STREET
Suite 600
WILLIAMSPORT, PA 17701
Registration History
20082010201220142016201820202022202420262 FIRMS2013 - 2014 (1 year)2 FIRMS2014 - 2021 (6 years)2 FIRMS2021 - Present (4 years)BMORGAN STANLEY (CRD# 149777)2009 - 2013 (3 years)BCITIGROUP GLOBAL MARKETS INC. (CRD# 7059)2008 - 2009 (<1 year)IAMORGAN STANLEY (CRD# 149777)2010 - 2013 (3 years)
License(s)

State Registrations

B
California 3/4/2021
B
Pennsylvania 3/4/2021
B
Colorado 3/4/2021
IA
Pennsylvania 3/4/2021
B
Connecticut 3/4/2021
B
Rhode Island 11/3/2023
B
Delaware 3/4/2021
B
South Carolina 3/4/2021
B
District of Columbia 3/4/2021
B
Tennessee 3/4/2021
B
Florida 3/4/2021
B
Texas 3/4/2021
B
Georgia 3/4/2021
IA
Texas 3/4/2021
B
Maryland 3/4/2021
B
Utah 12/9/2021
B
New Jersey 3/4/2021
B
Vermont 3/4/2021
IA
New Jersey 12/10/2021
B
Virginia 3/4/2021
B
New York 3/4/2021
B
Washington 3/4/2021
B
North Carolina 3/5/2021
B
Wisconsin 3/4/2021
B
Ohio 3/4/2021
B
Wyoming 1/19/2024
B
Oregon 3/4/2021

SRO Registrations

B
 FINRA
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
JANNEY MONTGOMERY SCOTT LLC (CRD#:463)
25 WEST THIRD STREET Suite 600, WILLIAMSPORT, PA 17701
Registered with this firm since 3/4/2021
B
JANNEY MONTGOMERY SCOTT LLC (CRD#:463)
25 WEST THIRD STREET Suite 600, WILLIAMSPORT, PA 17701
Registered with this firm since 3/4/2021
Previous Registration(s)
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IA
 09/02/2014 - 03/05/2021 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) WILLIAMSPORT, PA
B
 09/02/2014 - 03/05/2021 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) WILLIAMSPORT, PA
IA
 02/27/2013 - 07/03/2014 RBC CAPITAL MARKETS, LLC (CRD#:31194) PITTSBURGH, PA
B
 02/27/2013 - 07/03/2014 RBC CAPITAL MARKETS, LLC (CRD#:31194) PITTSBURGH, PA
IA
 02/22/2010 - 03/11/2013 MORGAN STANLEY (CRD#:149777) PITTSBURGH, PA
B
 06/01/2009 - 03/11/2013 MORGAN STANLEY (CRD#:149777) PITTSBURGH, PA
B
 07/01/2008 - 06/01/2009 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) PITTSBURGH, PA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.