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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-07-17 |
| TX | RA | APPROVED | 2025-06-02 |
| CT | RA | APPROVED | 2023-08-15 |
| ME | RA | APPROVED | 2020-11-05 |
| MD | RA | APPROVED | 2020-06-03 |
| FL | RA | APPROVED | 2019-01-22 |
| WI | RA | APPROVED | 2017-11-08 |
| VA | RA | APPROVED | 2015-08-11 |
| PA | RA | APPROVED | 2003-05-07 |
Branch Locations
25 E. Main St Mailstop: 19B-0234, Lansdale, PA 19446 • United States
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • 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. | Lansdale | PA | 05/2002 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-06 |
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