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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-04-24 |
Branch Locations
600 East Baltimore Pike, Media, PA 19063 • United States
1599 West Chester Pike, West Chester, PA 19382 • United States
1170 West Baltimore Pike, Media, PA 19063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Phoenixville, Pa | PA | 09/2011 | 02/2017 |
| Citizens Securities, Inc. | Phoenixville | PA | 04/2013 | 02/2017 |
| Thrive Financial Services | Parkesburg | PA | 02/2017 | 01/2018 |
| Thrive Capital Management, Llc | Fort Washington | PA | 03/2017 | 01/2018 |
| Cco Investment Services Corporation | Phoenixvillenewar | PA | 09/2014 | 02/2017 |
| Thrive Insurance Group, Llc | Fort Washington | PA | 05/2017 | 01/2018 |
| Citizens Securities, Inc. | West Chester | PA | 01/2018 | 03/2022 |
| Raymond James Financial Services Inc | Newark | DE | 03/2022 | 04/2025 |
| Raymond James Financial Services Advisors | Newark | DE | 03/2022 | 04/2025 |
| Fulton Bank | Newark | DE | 03/2022 | 04/2025 |
| Fulton Financial Advisors | Newark | DE | 03/2022 | 04/2025 |
| Freedom Academy | Christiana | PA | 09/2022 | 08/2024 |
| Pnc Investments Llc | Media | PA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-17 |
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