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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-03-17 |
| TX | RA | APPROVED | 2022-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Philadelphia | PA | 06/2014 | 04/2017 |
| Pnc Bank | Philadelphia | PA | 06/2014 | 04/2017 |
| Santander Bank, Na | Boston | MA | 05/2017 | 08/2020 |
| Santander Securities Llc | Dorchester | MA | 05/2017 | 08/2020 |
| Citizens Securities, Inc. | Philadelphia | PA | 09/2020 | 03/2022 |
| J.P. Morgan Securities Llc | Philadelphia | PA | 03/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Philadelphia | PA | 03/2022 | Present |
| Citizens Securities Inc/Citizens Banker | Philadelphia | PA | 09/2020 | 03/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-28 |
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