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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-15 |
| MI | RA | APPROVED | 2025-04-10 |
| OH | RA | APPROVED | 2025-04-09 |
| NJ | RA | APPROVED | 2024-02-05 |
| MD | RA | APPROVED | 2023-04-13 |
| VA | RA | APPROVED | 2023-04-13 |
| PA | RA | APPROVED | 2023-04-12 |
Branch Locations
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
5999 Allentown Blvd Mailstop: 18B-0124, Harrisburg, PA 17112 • United States
4101 Carlisle Pike Mailstop: 18B-0125, Camp Hill, PA 17011 • United States
2 West Main St, Mechanicsburg, PA 17055 • 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 |
|---|---|---|---|---|
| Pnc Investments Llc | Mount Joy | PA | 09/2014 | 06/2017 |
| Cuso Financial Services, Lp | San Diego | CA | 06/2017 | 09/2017 |
| Santander Bank Na | Boston | MA | 10/2017 | 11/2018 |
| Santander Securities Llc | Dorchester | MA | 10/2017 | 11/2018 |
| Axa Advisors, Llc | New York | NY | 12/2018 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 12/2018 | 09/2021 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 10/2021 | 05/2022 |
| Cuna Mutual Group | Waverly | IA | 10/2021 | 05/2022 |
| Lpl Financial Llc | Harrisburg | PA | 05/2022 | 03/2023 |
| Citizens Securities, Inc. | Mechanicsburg | PA | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-05 |
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