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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-08-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc | Quakertown | PA | 03/2015 | 03/2020 |
| Citizens Bank | Quakertown | PA | 03/2015 | 03/2020 |
| Citizens Securities, Inc | Canton | MA | 03/2020 | 08/2021 |
| Citizens Bank | Blue Bell | PA | 03/2020 | 08/2021 |
| Truist Investment Services, Inc | Allentown | PA | 08/2021 | Present |
| Truist Advisory Services, Inc | Allentown | PA | 08/2021 | Present |
NOTARY PUBLIC POSITION: notary public NATURE: registered notary public in PA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2015 ADDRESS: , Emmaus PA , United States DESCRIPTION: all notary services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-04 |
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