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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-03-14 |
| DE | RA | APPROVED | 2022-03-11 |
| NJ | RA | APPROVED | 2022-03-11 |
| NY | RA | APPROVED | 2022-03-11 |
| PA | RA | APPROVED | 2022-03-10 |
Branch Locations
1375 West Chester Pike, Havertown, PA 19083 • United States
650 Montgomery Avenue, Suite 4, Narberth, PA 19072 • United States
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
2600 Macdade Blvd, Su 559 Ms: 19B-0217, Holmes, PA 19043 • United States
25-27 E. Wynnewood Rd Ms: 19B-0068, Wynnewood, PA 19096 • United States
124 Morton Ave., Folsom, PA 19033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Narberth | PA | 10/2019 | 01/2020 |
| Jp & Sn Enterprises, Inc. | Philadelphia | PA | 02/2016 | 07/2019 |
| Drexel University | Philadelphia | PA | 09/2017 | 09/2019 |
| Montgomery County Community College | Blue Bell | PA | 09/2015 | 05/2017 |
| Fitzpatrick Funeral Home | Philadelphia | PA | 06/2009 | 10/2019 |
| Citizens Securities Inc. | Narbeth | PA | 01/2020 | 12/2020 |
| Citizens Securities Inc. | Fort Washington | PA | 01/2022 | 10/2024 |
| Citizens Bank | Narberth | PA | 12/2020 | 01/2022 |
| Citizens Securities, Inc. | Narbeth | PA | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-16 |
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