Paul Emmanuel Coleman

Employer firm

Citizens Securities, Inc. CRD 39550

$12.9B regulatory AUM 60,545 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
PARTICIPATE IN WRAP FEE PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers

Citizens Securities, Inc.

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

Current Registrations

Authority	Category	Status	Date
DE	RA	APPROVED	2022-01-12
FL	RA	APPROVED	2020-01-03
NJ	RA	APPROVED	2017-06-29
PA	RA	APPROVED	2017-06-28

DE RA
APPROVED

Since 2022-01-12
FL RA
APPROVED

Since 2020-01-03
NJ RA
APPROVED

Since 2017-06-29
PA RA
APPROVED

Since 2017-06-28

Branch Locations

5251 W. Baltimore Pike, Clifton Heights, PA 19018 • United States

7901 Landsdowne Ave, Ste. 19, Upper Darby, PA 19082 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Citizens Bank	Holmes	PA	12/2002	Present
Citizens Securities, Inc.	Clifton Heights	PA	09/2005	Present

12/2002 → Present

Citizens Bank

Holmes, PA
09/2005 → Present

Citizens Securities, Inc.

Clifton Heights, PA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-06-27
S63	Uniform Securities Agent State Law Examination	1999-04-16

S66 Uniform Combined State Law Examination

2017-06-27
S63 Uniform Securities Agent State Law Examination

1999-04-16

View on SEC IAPD