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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-31 |
| AZ | RA | APPROVED | 2025-12-24 |
| NJ | RA | APPROVED | 2025-06-24 |
| CA | RA | APPROVED | 2025-01-09 |
| FL | RA | APPROVED | 2023-11-27 |
| PA | RA | APPROVED | 2023-07-28 |
Branch Locations
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
4271 Union Deposit Rd Mailstop: 18B-0128, Harrisburg, PA 17111 • United States
214 East College Ave, State College, PA 16801 • United States
1900 South Atherton St Ms: 17B-0405, State College, PA 16801 • United States
2005 Linglestown Rd Mailstop: 18B-0129, Harrisburg, PA 17110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grove City College | Grove City | PA | 08/2015 | 12/2018 |
| Lerch Rv | Milroy | PA | 06/2018 | 08/2018 |
| Gold Key Real Estate And Appraising | Lewistown | PA | 03/2016 | 05/2018 |
| Grove City College | Grove City | PA | 08/2016 | 05/2018 |
| Axa Advisors, Llc | New York | NY | 01/2019 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 01/2019 | 12/2020 |
| Cetera Investment Services Llc | St Cloud | MN | 06/2021 | 06/2023 |
| Cetera Investment Advisers Llc | Lewistown | PA | 06/2021 | 07/2023 |
| Mcs Bank | Lewistown | PA | 06/2021 | 06/2023 |
| Citizens Securities, Inc. | State College | PA | 07/2023 | Present |
| Intuit | Mountain View | CA | 01/2021 | 06/2021 |
Mother Goose Tax - Joint Owner; Wife tax office and will not work the business in any capacity. Start date: 07/01/2026.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-18 |
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