Best Investors Account Sign in
Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-06-15
GA RA APPROVED 2026-06-11
FL RA APPROVED 2025-03-17
NJ RA APPROVED 2024-02-06
  • NY RA
    APPROVED
    Since 2026-06-15
  • GA RA
    APPROVED
    Since 2026-06-11
  • FL RA
    APPROVED
    Since 2025-03-17
  • NJ RA
    APPROVED
    Since 2024-02-06

Branch Locations

300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States

255 Lafayette Street Nj150, Newark, NJ 07105 • United States

275 Chestnut Street Nj114, Newark, NJ 07105 • United States

1331 Springfield Ave Nj228, Supreme, NJ 07111 • United States

829 Sanford Ave Nj200, Newark, NJ 07106 • United States

1065 Stuyvesant Ave Nj226, Irvington, NJ 07111 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank Na Brooklyn NY 03/2008 12/2021
J.P. Morgan Securities Llc Brooklyn NY 10/2012 12/2021
Jpmorgan Chase Bank, N.A. Brooklyn NY 01/2018 12/2021
Prudential Insurance Company Of America Newark NJ 01/2022 10/2023
Td Private Client Wealth Llc Chatham NJ 10/2023 01/2024
Td Bank N.A. Chatham NJ 10/2023 01/2024
Citizens Securities Inc., Newark NJ 01/2024 Present
  • 03/2008 → 12/2021
    Jpmorgan Chase Bank Na
    Brooklyn, NY
  • 10/2012 → 12/2021
    Brooklyn, NY
  • 01/2018 → 12/2021
    Jpmorgan Chase Bank, N.A.
    Brooklyn, NY
  • 01/2022 → 10/2023
    Prudential Insurance Company Of America
    Newark, NJ
  • 10/2023 → 01/2024
    Chatham, NJ
  • 10/2023 → 01/2024
    Td Bank N.A.
    Chatham, NJ
  • 01/2024 → Present
    Newark, NJ
Previous Registrations
  • 2023-10-20 → 2024-02-09
    Chatham, NJ
    Marlton, NJ
  • 2022-02-15 → 2023-10-18
    Minneapolis, MN
    Newark, NJ
  • 2012-10-01 → 2022-01-03
    Brooklyn, NY
    Brooklyn, NY
    Brooklyn, NY
    Brooklyn, NY
    Brooklyn, NY
    Brooklyn, NY
    Brooklyn, NY
    Brooklyn, NY
    Brooklyn, NY
    Brooklyn, NY
    Brooklyn, NY
    Brooklyn, NY
    Brooklyn, NY
    Brooklyn, NY
    Brooklyn, NY
    Brooklyn, NY
    Brooklyn, NY
    Jersey City, NJ
  • 2012-02-24 → 2012-10-01
    Chase Investment Services Corp.
    Brooklyn, NY
    Brooklyn, NY
    Brooklyn, NY
    Brooklyn, NY
Other Businesses

1. Owner - 2819 Eastshire LLC, Monthly Compensation / Net Profit: $0, Date of Initial Involvement: 11/2018, Amount of time Devoted on a Monthly Basis: 6 Hours 2. Owner - ProMunn Holdings LLC, Monthly Compensation / Net Profit: $0, Amount of time Devoted on a Monthly Basis: 6 Hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-02-17
S63 Uniform Securities Agent State Law Examination 2008-04-11
  • S66 Uniform Combined State Law Examination
    2012-02-17
  • S63 Uniform Securities Agent State Law Examination
    2008-04-11
Other Names
  • Roshanna B Richardson
  • Roshanna Bianca Richardson

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Conshohocken, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor