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Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-07-15
FL RA APPROVED 2023-09-27
ID RA APPROVED 2023-09-26
NJ RA APPROVED 2023-09-26
NY RA APPROVED 2023-09-26
PA RA APPROVED 2023-09-26
SC RA APPROVED 2023-09-26
  • NC RA
    APPROVED
    Since 2026-07-15
  • FL RA
    APPROVED
    Since 2023-09-27
  • ID RA
    APPROVED
    Since 2023-09-26
  • NJ RA
    APPROVED
    Since 2023-09-26
  • NY RA
    APPROVED
    Since 2023-09-26
  • PA RA
    APPROVED
    Since 2023-09-26
  • SC RA
    APPROVED
    Since 2023-09-26

Branch Locations

763 Huntington Pike Mailstop: 19B-0003, Huntingdon Valley, PA 19006 • United States

473 Oxford Valley Road South Suite 100, Fairless Hills, PA 19030 • United States

4565 New Falls Rd Mailstop: 19B-0011, Levittown, PA 19055 • United States

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

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Newbridge Securities Corporation New York NY 11/2015 02/2019
Benchmark Investments, Inc. New York NY 02/2019 04/2019
Reid & Rudiger New York NY 04/2019 05/2019
G.F. Investment Services Llc Sarasota FL 05/2019 09/2019
Citizens Securities, Inc. Levittown PA 05/2023 08/2025
Not Working Levittown PA 10/2022 04/2023
Benchmark Investments Llc New York NY 09/2019 09/2022
Citizens Securities Inc., Levittown PA 08/2025 Present
  • 11/2015 → 02/2019
    Newbridge Securities Corporation
    New York, NY
  • 02/2019 → 04/2019
    Benchmark Investments, Inc.
    New York, NY
  • 04/2019 → 05/2019
    Reid & Rudiger
    New York, NY
  • 05/2019 → 09/2019
    G.F. Investment Services Llc
    Sarasota, FL
  • 05/2023 → 08/2025
    Levittown, PA
  • 10/2022 → 04/2023
    Not Working
    Levittown, PA
  • 09/2019 → 09/2022
    Benchmark Investments Llc
    New York, NY
  • 08/2025 → Present
    Levittown, PA
Other Businesses

CONKO LLC -Position Signator- Business Invests in self storage units. My only potential duties is to be able to sign or transact on funds incase my wife the owner of the LLC cannot.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-22
S63 Uniform Securities Agent State Law Examination 2016-05-23
  • S66 Uniform Combined State Law Examination
    2023-09-22
  • S63 Uniform Securities Agent State Law Examination
    2016-05-23
Other Names
  • Name Not Used
  • Jim Kouts

View on SEC IAPD

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