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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-06-06 |
| DE | RA | APPROVED | 2018-06-05 |
| PA | RA | APPROVED | 2016-07-27 |
Branch Locations
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
180 Upland Square Drive Mailstop: 19B-6593, Pottstown, PA 19464 • United States
429 W. Ridge Pike, Limerick, PA 19468 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Trappe | PA | 03/2005 | 06/2018 |
| Citizens Securities Inc | Trappe | PA | 12/2014 | 06/2018 |
| Citizens Securities Inc | Newtown Square | PA | 06/2018 | 06/2023 |
| Citizens Securities, Inc. | Limerick | PA | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-15 |
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