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Daniel Matthew Moore

Citizens Securities, Inc.

Conshohocken, PA

Horsham, PA

Flourtown, PA

Glenside, PA

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Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-11-12
MD RA APPROVED 2024-12-03
FL RA APPROVED 2018-02-12
NJ RA APPROVED 2018-02-09
PA RA APPROVED 2017-03-03
  • CO RA
    APPROVED
    Since 2025-11-12
  • MD RA
    APPROVED
    Since 2024-12-03
  • FL RA
    APPROVED
    Since 2018-02-12
  • NJ RA
    APPROVED
    Since 2018-02-09
  • PA RA
    APPROVED
    Since 2017-03-03

Branch Locations

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

Village Mall Shop Ctr, (Acme) Blair Mill & Moreland Rds Ms; 19B-0501, Horsham, PA 19044 • United States

835 Bethlehem Pike Mailstop: 19B-0226, Flourtown, PA 19031 • United States

139 S. Easton Road, Glenside, PA 19038 • 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
Pnc Bank Chestnut Hill PA 07/2012 02/2017
Pnc Investments Llc Pittsburgh PA 07/2012 02/2017
Citizens Securities Inc Dedham MA 02/2017 12/2017
Citizens Securities Inc. Fort Washington PA 12/2017 08/2021
Citizens Bank Fort Washington PA 12/2017 08/2021
Citizens Securities, Inc Fort Washington PA 08/2021 Present
Citizens Bank, N.A Forth Washington PA 08/2021 09/2021
Citizens Securities Inc Flourtown PA 09/2021 Present
Previous Registrations
  • 2013-05-06 → 2017-02-22
    Pnc Wealth Management Llc
    Rydal, PA
    Philadelphia, PA
    Philadelphia, PA
    Philadelphia, PA
    Willow Grove, PA
Other Businesses

Knights of Columbus: Bartender for fundraiser events for Non-Profit Company.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-05-03
S63 Uniform Securities Agent State Law Examination 2008-03-19
  • S65 Uniform Investment Adviser Law Examination
    2013-05-03
  • S63 Uniform Securities Agent State Law Examination
    2008-03-19

View on SEC IAPD

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Other Offices

WELLS FARGO CLEARING SERVICES, LLC · CONSHOHOCKEN, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · Conshohocken, PA
ARSENAL CAPITAL ADVISORS LLC · CONSHOHOCKEN, PA
UBS FINANCIAL SERVICES INC. · CONSHOHOCKEN, PA
INDEPENDENT FINANCIAL PARTNERS · Conshohocken, PA
HBKS WEALTH ADVISORS · CONSHOHOCKEN, PA
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