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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2026-07-02 |
| AZ | RA | APPROVED | 2026-06-25 |
| GA | RA | APPROVED | 2026-06-22 |
| NE | RA | APPROVED | 2026-06-17 |
| UT | RA | APPROVED | 2026-06-17 |
| FL | RA | APPROVED | 2026-06-16 |
| LA | RA | APPROVED | 2026-06-16 |
| NM | RA | APPROVED | 2026-06-16 |
| VT | RA | APPROVED | 2026-06-16 |
| WV | RA | APPROVED | 2026-06-16 |
| AL | RA | APPROVED | 2026-06-15 |
| AK | RA | APPROVED | 2026-06-15 |
| AR | RA | APPROVED | 2026-06-15 |
| CA | RA | APPROVED | 2026-06-15 |
| CO | RA | APPROVED | 2026-06-15 |
| CT | RA | APPROVED | 2026-06-15 |
| DE | RA | APPROVED | 2026-06-15 |
| HI | RA | APPROVED | 2026-06-15 |
| ID | RA | APPROVED | 2026-06-15 |
| IL | RA | APPROVED | 2026-06-15 |
| IN | RA | APPROVED | 2026-06-15 |
| IA | RA | APPROVED | 2026-06-15 |
| KS | RA | APPROVED | 2026-06-15 |
| KY | RA | APPROVED | 2026-06-15 |
| ME | RA | APPROVED | 2026-06-15 |
| MD | RA | APPROVED | 2026-06-15 |
| MI | RA | APPROVED | 2026-06-15 |
| MN | RA | APPROVED | 2026-06-15 |
| MS | RA | APPROVED | 2026-06-15 |
| MO | RA | APPROVED | 2026-06-15 |
| MT | RA | APPROVED | 2026-06-15 |
| NV | RA | APPROVED | 2026-06-15 |
| NH | RA | APPROVED | 2026-06-15 |
| NJ | RA | APPROVED | 2026-06-15 |
| NY | RA | APPROVED | 2026-06-15 |
| NC | RA | APPROVED | 2026-06-15 |
| OH | RA | APPROVED | 2026-06-15 |
| OK | RA | APPROVED | 2026-06-15 |
| OR | RA | APPROVED | 2026-06-15 |
| PA | RA | APPROVED | 2026-06-15 |
| PR | RA | APPROVED | 2026-06-15 |
| RI | RA | APPROVED | 2026-06-15 |
| SC | RA | APPROVED | 2026-06-15 |
| SD | RA | APPROVED | 2026-06-15 |
| TX | RA | APPROVED | 2026-06-15 |
| VA | RA | APPROVED | 2026-06-15 |
| WA | RA | APPROVED | 2026-06-15 |
| WI | RA | APPROVED | 2026-06-15 |
| WY | RA | APPROVED | 2026-06-15 |
Branch Locations
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Philadelphia | PA | 07/2025 | 06/2026 |
| Carlisle Community Pool | Carlisle | PA | 05/2019 | 09/2020 |
| Walmart | Carlisle | PA | 09/2020 | 12/2022 |
| Doordash | Carlisle | PA | 04/2020 | 07/2023 |
| 7-Eleven | Middletown | PA | 05/2022 | 10/2022 |
| Applegreen | Middletown | PA | 12/2022 | 04/2023 |
| Auntie Anne's | State College | PA | 09/2023 | 06/2025 |
| Buffalo Wild Wings | State College | PA | 05/2025 | 07/2025 |
| S And B Painting | State College | PA | 05/2025 | 07/2025 |
| Wizzard Janitorial | State College | PA | 07/2024 | 08/2024 |
| Pennsylvania State University | State College | PA | 08/2021 | 05/2025 |
| Carlisle High School | Carlisle | PA | 07/2015 | 05/2019 |
| Trinity Wealth Securities, Llc | Philadelphia | PA | 03/2026 | 06/2026 |
| Citizens Securities, Inc. | Conshohocken | PA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-06 |
| S65 | Uniform Investment Adviser Law Examination | 2025-02-19 |
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