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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-07-09 |
| NY | RA | APPROVED | 2025-07-08 |
| PA | RA | APPROVED | 2025-07-08 |
Branch Locations
835 Bethlehem Pike Mailstop: 19B-0226, Flourtown, PA 19031 • United States
777 S Flagler Drive Suite #142, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Sunnyside | NY | 02/2011 | 08/2018 |
| J.P. Morgan Securities Llc | Sunnyside | NY | 10/2012 | 08/2018 |
| Citigroup | New York | NY | 08/2018 | 06/2021 |
| Wells Fargo Bank, Na | Cherry Hill | NJ | 06/2021 | 07/2025 |
| Wells Fargo Clearing Services, Llc | Cherry Hill | NJ | 06/2021 | 07/2025 |
| Citizens Securities Inc | Flourtown | PA | 07/2025 | Present |
| Citizens Bank | Flourtown | PA | 07/2025 | Present |
Name of OBA: Notary Responsibilities of Position: Notary Services Monthly Compensation / Net Profit: N/A Date of Initial Involvement: 09/01/2021 Approximate Amount of Time Devoted on a Monthly Basis: N/A
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-25 |
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