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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-07-15 |
| PA | RA | APPROVED | 2026-06-24 |
Branch Locations
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
124 East Main Street Nj176, Maple Shade, NJ 08052 • United States
23201 Columbus Road Nj120, Columbus, NJ 08022 • United States
213 Us Highway 130 Ms: Nj107, Bordentown, NJ 08505 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Columbus | NJ | 06/2026 | Present |
| Wells Fargo Bank, Na | Trenton | NJ | 12/2018 | 02/2021 |
| Wells Fargo Clearing Services, Llc | Trenton | NJ | 05/2019 | 02/2021 |
| Bb&T Bank | Cinnaminson | NJ | 05/2018 | 12/2018 |
| Fitness International Inc | Cherry Hill | NJ | 01/2015 | 02/2018 |
| Unemployed | Cherry Hill | NJ | 02/2018 | 04/2018 |
| Jp Morgan Chase Bank N.A. | Trenton | NJ | 03/2021 | 01/2022 |
| Jp Morgan Securities Llc | Trenton | NJ | 03/2021 | 01/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | NJ | 01/2022 | 06/2026 |
| Bank Of America, N.A. | Columbus | NJ | 01/2022 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-15 |
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