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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-05-14 |
| NY | RA | APPROVED | 2025-05-13 |
| PA | RA | APPROVED | 2024-11-22 |
| NJ | RA | APPROVED | 2024-11-20 |
Branch Locations
1291 Springfield Ave Ms: Nj187, New Providence, NJ 07974 • United States
2441 A Route 22 W Ms: Nj233, Union, NJ 07083 • United States
393 Springfield Ave Nj227, Summit, NJ 07901 • United States
169 Main St Nj112, Chatham, NJ 07928 • United States
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Millburn | NJ | 07/2007 | 12/2022 |
| Charles Schwab & Co., Inc. | Millburn | NJ | 12/2022 | 11/2024 |
| Td Ameritrade Investment Management, Llc | Millburn | NJ | 09/2015 | 06/2024 |
| Charles Schwab Bank, Ssb | Millburn | NJ | 12/2022 | 11/2024 |
| Citizens Securities, Inc. | Summit | NJ | 11/2024 | Present |
Name of Outside Business:Actor; Investment Related:No; Address of Outside Business:New York, NY; Nature of Outside Business:Other; Position:Actor; Start Date:5/19/2014; Hours per month: 0-10; Hours per month during securities trading hours: Yes; Description of Duties: I occasionaly work on a TV show, film or theater production.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-08 |
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