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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-18 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Warrington | PA | 07/2015 | 03/2019 |
| Citizens Bank | Warrington | PA | 06/2015 | 03/2019 |
| Wells Fargo Bank, Na | Flourtown | PA | 03/2019 | 12/2021 |
| Wells Fargo Clearing Services, Llc | Flourtown | PA | 03/2019 | 12/2021 |
| Jpmorgan Chase Bank (Tx) | Sugar Land | TX | 12/2021 | Present |
| J.P. Morgan Securities Llc | Sugar Land | TX | 12/2021 | Present |
RENTAL PROPERTY, INV RELATED, YOUNGSTOWN, OH, 100% OWNERSHIP, START 9/2/2020, 1 HOUR PER MONTH, ZERO DURING TRADING, LANDLORD.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-06 |
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