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Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-05-07
OR RA APPROVED 2025-06-10
NC RA APPROVED 2025-03-03
OH RA APPROVED 2025-03-03
NJ RA APPROVED 2025-02-28
PA RA APPROVED 2019-03-27
  • MD RA
    APPROVED
    Since 2026-05-07
  • OR RA
    APPROVED
    Since 2025-06-10
  • NC RA
    APPROVED
    Since 2025-03-03
  • OH RA
    APPROVED
    Since 2025-03-03
  • NJ RA
    APPROVED
    Since 2025-02-28
  • PA RA
    APPROVED
    Since 2019-03-27

Branch Locations

777 S Flagler Drive Suite #142, West Palm Beach, FL 33401 • United States

429 W. Ridge Pike, Limerick, PA 19468 • 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
Citizens Bank Reading PA 06/2012 04/2019
Citizens Securitites Inc. Wyomissing PA 06/2021 10/2022
Citizens Bank, N.A Wyomissing PA 06/2021 10/2022
Citizens Bank, N.A Reading PA 04/2019 06/2021
Citizens Securities, Inc Westwood MA 10/2022 Present
Citizens Bank, N/A Wyomissing PA 10/2022 07/2024
Citizens Bank, N/A Limerick PA 07/2024 Present
  • 06/2012 → 04/2019
    Citizens Bank
    Reading, PA
  • 06/2021 → 10/2022
    Citizens Securitites Inc.
    Wyomissing, PA
  • 06/2021 → 10/2022
    Citizens Bank, N.A
    Wyomissing, PA
  • 04/2019 → 06/2021
    Citizens Bank, N.A
    Reading, PA
  • 10/2022 → Present
    Westwood, MA
  • 10/2022 → 07/2024
    Citizens Bank, N/A
    Wyomissing, PA
  • 07/2024 → Present
    Citizens Bank, N/A
    Limerick, PA
Other Businesses

Riyan Properties LLC. Partner/Member - Clerical Work. Aartik Properties LLC Notary Public

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-26
S63 Uniform Securities Agent State Law Examination 2019-02-28
  • S65 Uniform Investment Adviser Law Examination
    2019-03-26
  • S63 Uniform Securities Agent State Law Examination
    2019-02-28

View on SEC IAPD

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