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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-02 |
| DE | RA | APPROVED | 2022-07-13 |
| FL | RA | APPROVED | 2022-06-17 |
| CA | RA | APPROVED | 2021-06-10 |
| SC | RA | APPROVED | 2020-01-07 |
| NC | RA | APPROVED | 2020-01-06 |
| KY | RA | APPROVED | 2020-01-03 |
| NJ | RA | APPROVED | 2020-01-02 |
| PA | RA | APPROVED | 2003-05-07 |
Branch Locations
822 Welsh Road, Horsham, PA 19044 • United States
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
2 disclosure categories 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. | Horsham | PA | 05/2002 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-16 |
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