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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-03-28 |
| NJ | RA | APPROVED | 2025-03-28 |
| PA | RA | APPROVED | 2025-01-06 |
Branch Locations
435 Dekalb Pike Mailstop: 19B-6472, King Of Prussia, PA 19406 • United States
777 S Flagler Drive Suite #142, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western And Southern | Wayne | PA | 02/2020 | 03/2022 |
| Covenant Bank | Doylestown | PA | 04/2019 | 02/2020 |
| Franklin Mint Federal Cu | Glen Mills | PA | 06/2016 | 04/2019 |
| Transamerica | Media | PA | 04/2022 | 07/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2022 | 03/2023 |
| Northwestern Mutual Investment Services Llc | Philadelphia | PA | 07/2022 | 03/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 12/2022 | 03/2023 |
| Wells Fargo Clearing Services, Llc | Paoli | PA | 06/2023 | 12/2024 |
| Wells Fargo Bank, Na | Paoli | PA | 06/2023 | 12/2024 |
| Citizens Securities, Inc | Westwood | MA | 12/2024 | Present |
| Citizens Bank | King Of Prussia | MA | 12/2024 | Present |
1. Friends of Delaware County Women Position: Board of Directors Type of Entity: Non Profit Responsibilities of Position: Support women and girls of Delaware County through scholarships, networking and community Monthly Compensation / Net Profit: $0 Date of Initial Involvement: 04/16/2018 Approximate Amount of Time Devoted on a Monthly Basis: 2-3 Hours 2. Pennsylvania Resources Council Position: Board of Directors Type of Entity: Non Profit Responsibilities of Position: Support the ED and Org in their efforts to grow the Org through fundraising and staff development Monthly Compensation / Net Profit: $0 Date of Initial Involvement: 04/16/2018 Approximate Amount of Time Devoted on a Monthly Basis: 2-3 Hours 3. Pennsylvania Notary Position: Notary Monthly Compensation / Net Profit: $0 Date of Initial Involvement: December 2024 Approximate Amount of Time Devoted on a Monthly Basis: 0-1 Hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-29 |
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