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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-10 |
Branch Locations
1 N High St, West Chester, PA 19380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc | Lionville | PA | 12/2019 | 01/2021 |
| Citizens Securities, Inc | Lionville | PA | 05/2015 | 12/2019 |
| Wells Fargo Clearing Services, Llc | West Chester | PA | 12/2022 | 09/2025 |
| Wells Fargo Bank, Na | West Chester | PA | 12/2022 | 09/2025 |
| Citizens Bank | Exton | PA | 01/2021 | 02/2021 |
| Citizens Bank | Broomall | PA | 02/2021 | 12/2022 |
| Truist Investment Services, Inc. | West Chester | PA | 10/2025 | Present |
| Truist Advisory Services, Inc. | West Chester | PA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-19 |
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