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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-04-02 |
| NY | RA | APPROVED | 2025-04-02 |
| PA | RA | APPROVED | 2025-04-01 |
Branch Locations
182 Nassau Street Ms: Nj245, Princeton, NJ 08542 • United States
485 Hamilton Ave Ms: Nj111, Chambersburg, NJ 08609 • United States
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
4500 South Broad Street Ms: Nj244, Trenton, NJ 08620 • United States
2344 Route 33 Nj198, Robbinsville, NJ 08691 • United States
79 West Upper Ferry Road Nj237, West Trenton, NJ 08628 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Edison | NJ | 03/2016 | 06/2019 |
| New York Life Insurance Co | Edison | NJ | 07/2015 | 03/2020 |
| Ctbc Bank | Edison | NJ | 06/2019 | 03/2020 |
| Cetera Investment Services Llc | St Cloud | MN | 06/2019 | 03/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Princeton | NJ | 03/2020 | 04/2022 |
| Bank Of America, N.A. | Princeton | NJ | 03/2020 | 04/2022 |
| Td Ameritrade | Yardley | PA | 04/2022 | 06/2024 |
| Td Ameritrade Investment Management, Llc. | Yardley | PA | 06/2022 | 06/2024 |
| Charles Schwab And Co., Inc. | Yardley | PA | 06/2024 | 03/2025 |
| Charles Schwab Bank | Yardley | PA | 11/2023 | 03/2025 |
| Citizens Securities, Inc. | Robbinsville | NJ | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-19 |
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