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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-01-29 |
| NJ | RA | APPROVED | 2025-02-24 |
| FL | RA | APPROVED | 2025-02-14 |
| PA | RA | APPROVED | 2025-02-13 |
Branch Locations
1515 Market St Mailstop: 19B-0102, Philadelphia, PA 19102 • United States
900 South Street Mailstop: 19B-0105, Philadelphia, PA 19147 • United States
1700 Walnut Street Mailstop: 19B-0103, Philadelphia, PA 19103 • United States
1027 Arch Street Ms: Pa410, Philadelphia, PA 19107 • United States
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Jenkintown | PA | 05/2015 | 09/2018 |
| Td Ameritrade, Inc. | Newark | DE | 02/2018 | 12/2022 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 12/2022 |
| Charles Schwab And Co., Inc. | Jenkintown | PA | 12/2022 | 03/2024 |
| New York Life Insurance Company | Horsham | PA | 03/2024 | 10/2024 |
| Nylife Securities Llc | Horsham | PA | 07/2024 | 10/2024 |
| Unemployed | Philadelphia | PA | 10/2024 | 02/2025 |
| Citizens Securities, Inc. | Philadelphia | PA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-15 |
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