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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-16 |
| PA | RA | APPROVED | 2021-10-14 |
Branch Locations
2 W Swedesford Rd, Devon, PA 19333 • United States
150 N Radnor Chester Rd Ste A-100 [L5-Rbo], Radnor, PA 19087 • United States
24 E Lancaster Ave, Paoli, PA 19301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | East Norriton | PA | 04/2016 | 12/2017 |
| Citizens Securities, Inc. | East Norriton | PA | 04/2016 | 12/2017 |
| Citizens Securities Inc. | Paoli | PA | 12/2017 | 02/2020 |
| Citizens Bank | Paoli | PA | 12/2017 | 02/2020 |
| Citizens Securities Inc | Paoli | PA | 02/2020 | 10/2021 |
| Wells Fargo Clearing Services, Llc | Radnor | PA | 10/2021 | Present |
SACRED SPIRIT LIVING LLC, NOT INV RELATED, MONT CLARE, PA, 100% OWNERSHIP, START 5/2/2016, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, NOT CURRENTLY FOR ANY BUSINESS PURPOSE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-23 |
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