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Paul L. Hagen

Citizens Securities, Inc.

Marlton, NJ

Syracuse, NY

Citizens Private Wealth

Marlton, NJ

Tarrytown, NY

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Current Employers
Citizens Securities, Inc.

One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2025-03-17
NJ RA APPROVED 2025-03-12
MD RA APPROVED 2025-02-07
PA RA APPROVED 2024-10-23
  • DE RA
    APPROVED
    Since 2025-03-17
  • NJ RA
    APPROVED
    Since 2025-03-12
  • MD RA
    APPROVED
    Since 2025-02-07
  • PA RA
    APPROVED
    Since 2024-10-23

Branch Locations

400 Lippincott Drive, Suite 100, Marlton, NJ 08053 • United States

One Lincoln Center 110 W Fayette St. Ste 1230, Ms: *Nys100, Syracuse, NY 13202 • United States

Citizens Private Wealth

520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2019-08-30
  • PA RA
    APPROVED
    Since 2019-08-30

Branch Locations

400 Lippincott Drive, Suite 100, Marlton, NJ 08053 • United States

520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citizens Securities, Inc. Marlton NJ 06/2023 Present
Citizens Bank Marlton NJ 06/2015 Present
Citizens Securities, Inc. Fort Washington PA 03/2016 01/2020
Citizens Private Wealth Marlton NJ 08/2019 Present
Previous Registrations
  • 2016-04-18 → 2020-01-08
    Citizens Securities, Inc.
    Plymouth Meeting, PA
    Conshohocken, PA
    Boston, MA
    Washington, PA
  • 2011-03-08 → 2014-09-08
    Barclays Capital Inc.
    New York, NY
    Wilmington, DE
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-12-20
S66 Uniform Combined State Law Examination 2011-03-07
  • S63 Uniform Securities Agent State Law Examination
    2024-12-20
  • S66 Uniform Combined State Law Examination
    2011-03-07

View on SEC IAPD

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TREVOR CHARLES WAMPLER
DOUGLASS F ERGOOD
Frank Charles Midili
Jason McEvoy

Other Offices

JANNEY MONTGOMERY SCOTT LLC · MARLTON, NJ
LINCOLN INVESTMENT · MARLTON, NJ
WELLS FARGO CLEARING SERVICES, LLC · MARLTON, NJ
CITIZENS SECURITIES, INC. · MARLTON, NJ
MORGAN STANLEY · Marlton, NJ
CHARLES SCHWAB & CO., INC. · Marlton, NJ
M FINANCIAL PLANNING SERVICES, INC · MARLTON, NJ
LPL FINANCIAL LLC · MARLTON, NJ

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