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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-03-13 |
| KY | RA | APPROVED | 2025-03-13 |
| CA | RA | APPROVED | 2024-06-07 |
| NJ | RA | APPROVED | 2018-07-16 |
| FL | RA | APPROVED | 2018-07-13 |
| NC | RA | APPROVED | 2018-07-13 |
| PA | RA | APPROVED | 2014-05-28 |
Branch Locations
9042 Roosevelt Boulevard Ms: 19B-0248, Philadelphia, PA 19115 • United States
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
8623 Germantown Ave, Philadelphia, PA 19118 • United States
5703 Germantown Avenue Ms: 19B-0046, Philadelphia, PA 19144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Philadelphia | PA | 12/2015 | Present |
Friends of PEB -Board Member - Discuss how to allocate the organization funds to non- profit projects overseas.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-14 |
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