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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-09-16 |
| VA | RA | APPROVED | 2024-09-05 |
| TX | RA | APPROVED_RES | 2024-04-09 |
| DE | RA | APPROVED | 2022-12-05 |
| OH | RA | APPROVED | 2021-01-18 |
| CA | RA | APPROVED | 2020-04-24 |
| NC | RA | APPROVED | 2016-09-19 |
| NJ | RA | APPROVED | 2015-09-11 |
| FL | RA | APPROVED | 2015-08-13 |
| PA | RA | APPROVED | 2014-02-24 |
Branch Locations
780 South Valley Forge Road Mailstop: 19B-6489, Lansdale, PA 19446 • United States
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Lansdale | PA | 02/2014 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 1988-05-03 |
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