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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-03-15 |
Branch Locations
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 |
|---|---|---|---|---|
| Pnc Bank | Phillipsburg | NJ | 10/2016 | 03/2017 |
| Pnc Investments | Pittsburgh | PA | 10/2016 | 03/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Short Hills | PA | 03/2017 | 04/2019 |
| Unemployed | East Stroudsburg | PA | 07/2016 | 10/2016 |
| Bank Of America, N.A. | Short Hills | NJ | 06/2017 | 04/2019 |
| Citizens Securities, Inc. | Brodheadsville | PA | 04/2019 | 08/2021 |
| Td Bank N.A. | Allentown | PA | 08/2021 | 03/2023 |
| Td Private Client Wealth Llc | Allentown | PA | 08/2021 | 03/2023 |
| Citizens Securities, Inc. | Conshohocken | PA | 03/2023 | Present |
1) Institute for Human Resources - President. 2 hours/month. Start date: 04/2026. 2) East Stroudsburg School Board - School Board Director. 10 hours/month. Start date: 12/2019.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-07 |
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