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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-04-21 |
| PA | RA | APPROVED | 2023-03-24 |
| VA | RA | APPROVED | 2023-01-19 |
| FL | RA | APPROVED | 2023-01-04 |
| NJ | RA | APPROVED | 2022-08-17 |
| NY | RA | APPROVED | 2022-08-17 |
Branch Locations
2147 Bridge Ave Nj195, Point Pleasant, NJ 08742 • United States
2426 Nj-34 Nj235, Manasquan, NJ 08736 • United States
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
3265 Highway 9 Ms: Nj136, Freehold, NJ 08830 • United States
169 Broadway Nj157, Long Branch, NJ 07740 • United States
88 Norwood Ave Ms: Nj122, Deal, NJ 07723 • United States
636 Inman Ave Nj118, Colonia, NJ 07067 • 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 |
|---|---|---|---|---|
| Capital One Financial Advisors | Edison | NJ | 12/2012 | 12/2016 |
| Capital One Sharebuilder, Inc. | Lakewood | NJ | 01/2015 | 12/2016 |
| Sharebuilder 401K | Seattle | WA | 01/2015 | 12/2016 |
| The Prudential Insurance Company Of America | Matawan | NJ | 12/2016 | 12/2021 |
| Pruco Securities, Llc | Matawan | NJ | 12/2016 | 12/2021 |
| Cetera Investment Services Llc | Saint Cloud | MN | 12/2021 | 08/2022 |
| Cetera Investment Advisers Llc | Scotch Plains | NJ | 12/2021 | 08/2022 |
| Investors Bank | Scotch Plains | NJ | 12/2021 | 08/2022 |
| Citizens Securities, Inc. | Freehold | NJ | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-04-25 |
| S65 | Uniform Investment Adviser Law Examination | 1996-04-25 |
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