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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-21 |
Branch Locations
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
363 W. Lancaster Ave Mailstop: 19B-0281, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cco Investment Services | Newtown Square | PA | 03/2014 | 09/2022 |
| Citizens Bank | Newtown Square | PA | 03/2014 | 12/2020 |
| Wells Fargo Clearing Services, Llc | Haverford | PA | 10/2022 | 01/2025 |
| Wells Fargo Bank, Na | Haverford | PA | 09/2022 | 01/2025 |
| Citizens Securities, Inc. | Wayne | PA | 04/2026 | Present |
| Unemployed | Newtown Square | PA | 02/2025 | 03/2026 |
Notary Public Date of Initial Involvement: 2024 POA for Mother Date of Initial Involvement: 2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-14 |
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