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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2022-09-30 |
| NJ | RA | APPROVED | 2022-09-29 |
| PA | RA | APPROVED | 2022-09-28 |
Branch Locations
225 West Lancaster Ave, Ardmore, PA 19003 • United States
1 West Lancaster Avenue Mailstop: 19B-0071, Paoli, PA 19301 • 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 |
|---|---|---|---|---|
| Citadel Federal Credit Union | Paoli | PA | 06/2010 | 10/2016 |
| Cuso Financial Services, Lp | San Diego | CA | 06/2010 | 10/2016 |
| Mercap Securities, Llc | Paoli | PA | 03/2017 | 06/2017 |
| Mercap Advisors, Inc. | Paoli | PA | 03/2017 | 06/2017 |
| Unemployed | Newtown Square | PA | 10/2016 | 03/2017 |
| Lincoln Investment | Iselin | NJ | 05/2017 | 09/2022 |
| Citizens Securities, Inc. | Paoli | PA | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1989-01-10 |
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