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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-10-29 |
| MD | RA | APPROVED | 2025-10-16 |
| CO | RA | APPROVED | 2025-02-27 |
| GA | RA | APPROVED | 2023-12-19 |
| FL | RA | APPROVED | 2022-01-12 |
| NC | RA | APPROVED | 2019-01-22 |
| NJ | RA | APPROVED | 2015-08-17 |
| PA | RA | APPROVED | 2009-06-16 |
Branch Locations
202 West Ridge Pike, Conshohocken, PA 19428 • 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. | Conshohocken | PA | 06/2009 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-24 |
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