Jason J Vaglio

One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2026-08-21
PA	RA	APPROVED	2026-05-07
IL	RA	APPROVED	2025-06-11
TX	RA	APPROVED_RES	2025-03-14
CA	RA	APPROVED	2024-09-26
NJ	RA	APPROVED	2024-05-01
FL	RA	APPROVED	2024-04-10
CT	RA	APPROVED	2024-01-02
NY	RA	APPROVED	2022-09-28

Branch Locations

300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States

3130 Hempstead Turnpike Ms: Ny348, Levittown, NY 11756 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Capital One Financial Advisors	Melville	NY	07/2012	09/2018
Capital One Sharebuilder, Inc.	Commack	NY	01/2015	09/2018
Sharebuilder 401K	Seattle	WA	01/2015	09/2018
Rerisk Capital	Massapequa	NY	08/2020	05/2021
Doelger Law	Melville	NY	11/2018	08/2020
Unemployed	Massapequa	NY	09/2018	11/2018
Four Financial Group	Farmingdale	NY	05/2021	02/2022
Cetera Advisor Networks	El Segundo	CA	05/2021	02/2022
Lpl Financial, Llc	Franklin Square	NY	02/2022	09/2022
Sterling National Bank/Webster Bank	Franklin Square	NY	02/2022	09/2022
Citizens Securities, Inc.	Rockville Centre	NY	09/2022	Present

2022-02-14 → 2022-10-10

Lpl Financial Llc

Franklin Square, NY

Floral Park, NY
2021-08-09 → 2022-02-09

Cetera Wealth Services, Llc

Farmingdale, NY

Farmingdale, NY
2015-01-28 → 2018-09-19

Capital One Advisors, Llc

Seattle, WA

Melville, NY

Mclean, VA
2012-07-19 → 2015-01-28

Capital One Financial Advisors Llc

Melville, NY
2010-09-24 → 2012-07-24

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Garden City, NY
2009-05-02 → 2010-09-24

Chase Investment Services Corp.

East Northport, NY

Dix Hills, NY
2007-10-17 → 2009-05-02

Wamu Investments, Inc.

East Northport, NY

Commack, NY

Dix Hills, NY
2005-09-09 → 2007-10-11

Banc Of America Investment Services, Inc.

West Hempstead, NY

West Hempstead, NY

West Hempstead, NY

Great Neck, NY

Garden City, NY
2004-12-06 → 2005-08-16

Citicorp Investment Services

Farmingdale, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-08-09
S65	Uniform Investment Adviser Law Examination	2004-05-18
S63	Uniform Securities Agent State Law Examination	2001-12-12