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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-02-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc | Blue Bell | PA | 02/2016 | 12/2017 |
| Citizens Bank | Blue Bell | PA | 02/2016 | 12/2017 |
| Citizens Securities Inc. | Conshohocken | PA | 12/2017 | 06/2021 |
| Citizens Bank | Conshohocken | PA | 12/2017 | 06/2021 |
| Citizens Bank | Conshohocken | PA | 07/2021 | 12/2021 |
| Citizens Securities, Inc. | Conshohocken | PA | 07/2021 | 12/2021 |
| Truist Bank | Ardmore | PA | 01/2022 | 04/2026 |
| Truist Investment Services, Inc | Ardmore | PA | 02/2022 | 04/2026 |
| Truist Investment Services, Inc | Jenkintown | PA | 04/2026 | Present |
| Truist Advisory Servcies, Inc | Jenkintown | PA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-17 |
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