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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-02-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cco Investment Services | Lancaster | PA | 12/2012 | 12/2017 |
| Citizens Securities Inc. | Lancaster | PA | 12/2017 | 02/2022 |
| Citizens Bank | Lancaster | PA | 12/2017 | 02/2022 |
| Truist Investment Services, Inc | Reading | PA | 02/2022 | Present |
| Truist Advisory | Reading | PA | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-18 |
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