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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-02 |
| CA | RA | APPROVED | 2025-04-09 |
| DE | RA | APPROVED | 2025-04-09 |
| NY | RA | APPROVED | 2025-04-09 |
| PA | RA | APPROVED | 2025-04-09 |
| NJ | RA | APPROVED | 2025-03-10 |
Branch Locations
400 Lippincott Drive, Suite 100, Marlton, NJ 08053 • United States
One Lincoln Center 110 W Fayette St. Ste 1230, Ms: *Nys100, Syracuse, NY 13202 • United States
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-03-12 |
Branch Locations
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
400 Lippincott Drive Suite 100, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Moorestown | NJ | 11/2005 | 03/2021 |
| Pnc Investments | Pittsburgh | PA | 12/2010 | 03/2021 |
| Citizens Bank | Marlton | NJ | 03/2021 | Present |
| Citizens Securities, Inc. | Marlton | NJ | 12/2024 | Present |
| Citizens Private Wealth | Marlton | NJ | 03/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-04 |
| S66 | Uniform Combined State Law Examination | 2001-08-30 |
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