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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-12-20 |
| PA | RA | APPROVED | 2021-10-25 |
Branch Locations
10168 Bustleton Ave, Philadelphia, PA 19116 • United States
100 N 18Th St 22Nd Fl [L2-Rbo], Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Philadelphia | PA | 02/2019 | 10/2020 |
| Bb&T Bank | Philadelphia | PA | 08/2017 | 02/2019 |
| Unemployed | Philadelphia | PA | 03/2015 | 07/2017 |
| Citizens Securities, Inc. | Philadelphia | PA | 04/2019 | 10/2020 |
| Citizens Bank | Canton | MA | 10/2020 | 06/2021 |
| Citizens Bank | Newtown | PA | 10/2020 | 06/2021 |
| Citizens Securities Inc. | Fort Washington | PA | 06/2021 | 10/2021 |
| Wells Fargo Bank, Na | Philadelphia | PA | 10/2021 | Present |
| Wells Fargo Clearing Services, Llc | Philadelphia | PA | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-18 |
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