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Current Employers
Citizens Securities, Inc.

One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-01-27
DE RA APPROVED 2023-01-26
MD RA APPROVED 2023-01-26
NJ RA APPROVED 2023-01-26
NY RA APPROVED 2023-01-26
PA RA APPROVED 2023-01-26
TX RA APPROVED 2023-01-26
VA RA APPROVED 2023-01-26
  • FL RA
    APPROVED
    Since 2023-01-27
  • DE RA
    APPROVED
    Since 2023-01-26
  • MD RA
    APPROVED
    Since 2023-01-26
  • NJ RA
    APPROVED
    Since 2023-01-26
  • NY RA
    APPROVED
    Since 2023-01-26
  • PA RA
    APPROVED
    Since 2023-01-26
  • TX RA
    APPROVED
    Since 2023-01-26
  • VA RA
    APPROVED
    Since 2023-01-26

Branch Locations

128 Lantana Drive Mailstop: 01B-6506, Hockessin, DE 19707 • United States

Pike Creek Shopping Center 4720 Limestone Road, Ms: 01B-0407, Wilmington, DE 19808 • United States

40 Chestnut Hill Plaza Mailstop: 01B-0005, Newark, DE 19713 • United States

4435 Kirkwood Highway Mailstop: 01B-0012, Wilmington, DE 19808 • United States

300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lawrenceville NJ 12/2020 01/2023
Gettysburg College Gettysburg PA 08/2019 09/2020
P.J. Schneiders & Company Medford NJ 05/2020 09/2020
P.J. Schneiders & Company Medford NJ 01/2016 01/2020
Woodcrest Country Club Cherry Hill NJ 06/2018 07/2019
Gettysburg College Gettysburg PA 01/2018 12/2020
Monmouth University West Long Branch NJ 05/2016 12/2017
Bank Of America, N.A. Lawrenceville NJ 12/2020 01/2023
Kings Grant Liquors Marlton NJ 12/2019 01/2020
Citizens Securities, Inc. Mount Laurel NJ 01/2023 04/2025
Citizens Securities, Inc. Newark DE 04/2025 Present
  • 12/2020 → 01/2023
    Lawrenceville, NJ
  • 08/2019 → 09/2020
    Gettysburg College
    Gettysburg, PA
  • 05/2020 → 09/2020
    P.J. Schneiders & Company
    Medford, NJ
  • 01/2016 → 01/2020
    P.J. Schneiders & Company
    Medford, NJ
  • 06/2018 → 07/2019
    Woodcrest Country Club
    Cherry Hill, NJ
  • 01/2018 → 12/2020
    Gettysburg College
    Gettysburg, PA
  • 05/2016 → 12/2017
    Monmouth University
    West Long Branch, NJ
  • 12/2020 → 01/2023
    Bank Of America, N.A.
    Lawrenceville, NJ
  • 12/2019 → 01/2020
    Kings Grant Liquors
    Marlton, NJ
  • 01/2023 → 04/2025
    Mount Laurel, NJ
  • 04/2025 → Present
    Newark, DE
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-21
  • S66 Uniform Combined State Law Examination
    2022-07-21

View on SEC IAPD

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