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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-03-18 |
| PA | RA | APPROVED | 2025-03-18 |
| NJ | RA | APPROVED | 2024-03-06 |
Branch Locations
1120 White Horse Rd, Suite 400 Mailstop: 08B-0401, Voorhees, NJ 08043 • United States
777 S Flagler Drive Suite #142, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Haddon Heights | NJ | 04/2015 | 04/2017 |
| Pnc Investments Llc | Haddon Heights | NJ | 04/2015 | 04/2017 |
| Citizens Securities Inc | Voorhees | NJ | 04/2017 | 12/2017 |
| Citizens Securities Inc. | Voorhees | NJ | 12/2017 | 06/2022 |
| Citizens Bank | Voorhees | NJ | 12/2017 | 06/2022 |
| Wells Fargo Clearing Services, Llc | Marlton | NJ | 06/2022 | 02/2024 |
| Wells Fargo Bank, Na | Marlton | NJ | 06/2022 | 02/2024 |
| Citizens Securities, Inc | Westwood | MA | 02/2024 | Present |
| Citizens Bank, N/A | Voorhees | NJ | 02/2024 | Present |
Notary Public
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-05 |
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