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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-08-01 |
| MD | RA | APPROVED | 2023-12-18 |
| GA | RA | APPROVED | 2022-01-11 |
| NJ | RA | APPROVED | 2022-01-06 |
| NC | RA | APPROVED | 2021-04-01 |
| CO | RA | APPROVED | 2020-10-01 |
| FL | RA | APPROVED | 2020-01-30 |
| VA | RA | APPROVED | 2020-01-30 |
| CA | RA | APPROVED | 2020-01-29 |
| CT | RA | APPROVED | 2020-01-29 |
| PA | RA | APPROVED | 2009-12-23 |
Branch Locations
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
3514 West Chester Pike, Newtown Sq, PA 19073 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Newtown Sq | PA | 12/2009 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-11 |
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