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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-09-24 |
| FL | RA | APPROVED | 2021-09-08 |
| PA | RA | APPROVED | 2021-05-13 |
Branch Locations
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
22 Turner Lane, West Chester, PA 19380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank Na | Shillington | PA | 08/2015 | 09/2017 |
| Santander Securities Llc | San Juan | PR | 09/2015 | 09/2017 |
| Key Investment Services Llc | Plymouth Meeting | PA | 09/2017 | 02/2018 |
| Pnc Investments | Pittsburgh | PA | 02/2018 | 10/2018 |
| First National Bank Of Pa | Wyomissing | PA | 10/2018 | 05/2021 |
| Cetera Investment Advisers Llc | Wyomissing | PA | 10/2018 | 05/2021 |
| Cetera Investment Services Llc | St Cloud | MN | 10/2018 | 05/2021 |
| Citizens Securities, Inc. | West Chester | PA | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-03 |
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