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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-10-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Braintree | MA | 01/2014 | 12/2023 |
| Citizens Securities, Inc. | Braintree | MA | 08/2023 | 12/2023 |
| Lincoln Investment | Fort Washington | PA | 01/2024 | Present |
| Lincoln Investment | Fort Washington | PA | 09/2024 | Present |
| Capital Analysts | Fort Washington | PA | 09/2024 | Present |
Triple V, Inc., DBA Marshall Wealth Management POSITION: Sales Assistant NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 6 START DATE: 01/22/2024 ADDRESS: 52 Accord Park Drive, Norwell MA 02061, United States DESCRIPTION: Sales Assistant
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-20 |
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