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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-30 |
Branch Locations
1735 Market Street, 44Th Floor Mellon Bank Ctr., Philadelphia, PA 19103 • United States
1000 & 1200 Harbor Blvd., Weehawken, NJ 07086 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tristate Financial Advisors | Philadelphia | PA | 08/2020 | 03/2021 |
| Gettysburg College | Gettysburg | PA | 07/2016 | 06/2020 |
| Trinity Wealth Securities L.L.C | Philadelphia | PA | 09/2020 | 03/2021 |
| Citizens Securities Inc. | Johnston | RI | 03/2021 | 02/2022 |
| Citizens Securities Inc. | Fort Washington | PA | 02/2022 | 11/2023 |
| Citizens Securities, Inc. | Conshohocken | PA | 11/2023 | 09/2025 |
| Ubs Financial Services. Inc | Philadelphia | PA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-10-30 |
| S65 | Uniform Investment Adviser Law Examination | 2020-08-01 |
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