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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-08-10 |
| GA | RA | APPROVED | 2026-08-05 |
| LA | RA | APPROVED | 2026-08-04 |
| PA | RA | APPROVED | 2026-06-10 |
| MI | RA | APPROVED | 2026-05-29 |
| NY | RA | APPROVED | 2026-05-06 |
| NH | RA | APPROVED | 2026-04-16 |
| MN | RA | APPROVED | 2026-03-02 |
| RI | RA | APPROVED | 2026-01-22 |
| FL | RA | APPROVED | 2025-11-03 |
Branch Locations
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
560 9Th Street South, Suite 110, Naples, FL 34102 • United States
4090 Nw 97Th Ave Ms: Ny011, Miami, FL 33178 • United States
2222 Ponce De Leon Blvd, Suite 100 Ms: Fl010, Coral Gables, FL 33134 • United States
777 S Flagler Drive Suite #142, West Palm Beach, FL 33401 • United States
1441 Brickell Ave. Suite 100 Fl009, Miami, FL 33131 • United States
301 Arthur Godfrey Road Ms: Fl014, Miami Beach, FL 33140 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Oakhurst | NJ | 08/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Oakhurst | NJ | 11/2016 | 10/2025 |
| Citizens Securities, Inc. | Naples | FL | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-03 |
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