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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-01-29 |
| MD | RA | APPROVED | 2025-05-23 |
| OR | RA | APPROVED | 2025-01-23 |
| NC | RA | APPROVED | 2025-01-21 |
| NY | RA | APPROVED | 2021-04-08 |
| FL | RA | APPROVED | 2021-02-12 |
| NV | RA | APPROVED | 2020-06-04 |
| NJ | RA | APPROVED | 2017-08-28 |
| SC | RA | APPROVED | 2017-06-30 |
| PA | RA | APPROVED | 2015-05-20 |
Branch Locations
814 Main St Mailstop: 18U-0026, Stroudsburg, PA 18360 • United States
407 West Hartford St Mailstop: 18U-0035, Milford, PA 18337 • 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 |
|---|---|---|---|---|
| Lpl Financial Services | Charlotte | NC | 02/2009 | Present |
| Nbt Bank | Lake Ariel | PA | 02/2009 | Present |
| Citizens Securities, Inc. | Stroudsburg | PA | 04/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-03 |
| S65 | Uniform Investment Adviser Law Examination | 2003-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-31 |
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