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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2023-12-08 |
| AK | RA | APPROVED | 2023-11-29 |
| PR | RA | APPROVED | 2023-11-27 |
| AZ | RA | APPROVED | 2023-11-21 |
| LA | RA | APPROVED | 2023-11-21 |
| IL | RA | APPROVED | 2023-11-20 |
| DE | RA | APPROVED | 2023-11-15 |
| NJ | RA | APPROVED | 2023-11-15 |
| MS | RA | APPROVED | 2023-11-13 |
| NV | RA | APPROVED | 2023-11-13 |
| NH | RA | APPROVED | 2023-11-13 |
| ND | RA | APPROVED | 2023-11-13 |
| GA | RA | APPROVED | 2023-11-09 |
| IA | RA | APPROVED | 2023-11-09 |
| MI | RA | APPROVED | 2023-11-09 |
| NC | RA | APPROVED | 2023-11-09 |
| CT | RA | APPROVED | 2023-11-08 |
| FL | RA | APPROVED | 2023-11-08 |
| HI | RA | APPROVED | 2023-11-08 |
| ID | RA | APPROVED | 2023-11-08 |
| IN | RA | APPROVED | 2023-11-08 |
| KY | RA | APPROVED | 2023-11-08 |
| ME | RA | APPROVED | 2023-11-08 |
| MN | RA | APPROVED | 2023-11-08 |
| MT | RA | APPROVED | 2023-11-08 |
| NM | RA | APPROVED | 2023-11-08 |
| RI | RA | APPROVED | 2023-11-08 |
| SC | RA | APPROVED | 2023-11-08 |
| UT | RA | APPROVED | 2023-11-08 |
| VA | RA | APPROVED | 2023-11-08 |
| WI | RA | APPROVED | 2023-11-08 |
| AL | RA | APPROVED | 2023-11-07 |
| CA | RA | APPROVED | 2023-11-07 |
| CO | RA | APPROVED | 2023-11-07 |
| KS | RA | APPROVED | 2023-11-07 |
| MD | RA | APPROVED | 2023-11-07 |
| MO | RA | APPROVED | 2023-11-07 |
| NE | RA | APPROVED | 2023-11-07 |
| NY | RA | APPROVED | 2023-11-07 |
| OH | RA | APPROVED | 2023-11-07 |
| OK | RA | APPROVED | 2023-11-07 |
| OR | RA | APPROVED | 2023-11-07 |
| PA | RA | APPROVED | 2023-11-07 |
| SD | RA | APPROVED | 2023-11-07 |
| TX | RA | APPROVED | 2023-11-07 |
| VT | RA | APPROVED | 2023-11-07 |
| WA | RA | APPROVED | 2023-11-07 |
Branch Locations
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
21550 Center Ridge Road Ms: Ohb671, Rocky River, OH 44116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 03/2020 | 08/2022 |
| Bank Of America | Philadelphia | PA | 10/2018 | 03/2020 |
| Gullifty's Restaurant | Bryn Mawr | PA | 05/2017 | 10/2018 |
| Pennsylvania State University | State College | PA | 08/2016 | 05/2017 |
| Bank Of America, N.A. | Philadelphia | PA | 06/2020 | 08/2022 |
| Empower Financial Services, Inc | Greenwood Village | CO | 08/2022 | 03/2023 |
| Pcs Retirement Llc | Philadelphia | PA | 05/2023 | 11/2023 |
| Citizens Securities, Inc. | Conshohocken | PA | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-30 |
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