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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-03-18 |
| NJ | RA | APPROVED | 2025-03-17 |
| PA | RA | APPROVED | 2014-06-18 |
Branch Locations
363 W. Lancaster Ave Mailstop: 19B-0281, Wayne, PA 19087 • United States
777 S Flagler Drive Suite #142, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Devon | PA | 02/2010 | 12/2017 |
| Cco Investments Services Corp. | Devon | PA | 02/2010 | 12/2017 |
| Citizens Securities Inc. | Wayne | PA | 12/2017 | 06/2021 |
| Citizens Bank | Wayne | PA | 12/2017 | 06/2021 |
| Citizens Bank | Wayne | PA | 04/2019 | 06/2021 |
| Citizens Securities, Inc | Wayne | PA | 04/2019 | 06/2021 |
| Citizens Securities Inc. | Westwood | PA | 06/2021 | 10/2022 |
| Citizens Securities, Inc | Westwood | MA | 10/2022 | Present |
| Citizens Bank, N/A | Wayne | PA | 10/2022 | Present |
| Citizens Bank, N/A | Wayne | PA | 06/2021 | 10/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-06 |
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