Best Investors
Account
Sign in
One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-08-04 |
| NH | RA | APPROVED | 2026-07-02 |
| FL | RA | APPROVED | 2021-09-30 |
| MD | RA | APPROVED | 2020-05-26 |
| NC | RA | APPROVED | 2016-01-27 |
| DE | RA | APPROVED | 2016-01-26 |
| PA | RA | APPROVED | 2016-01-26 |
Branch Locations
70 Commerce Drive Village Square; Mailstop: 1Bc-6711, Wyomissing, PA 19610 • United States
4950 Kutztown Road Ms: 1Bc-6706, Temple, PA 19560 • United States
830 Lancaster Ave. Mailstop: 1Bc-6704, Reading, PA 19607 • United States
628 Greenwich Street Mailstop: 1Bc-6499, Reading, PA 19604 • United States
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
2643 Shillington Road, Spring Towne Shopping Ctr Mailstop: 1Bc-6585, Sinking Spring, PA 19608 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Temple | PA | 01/2016 | Present |
Rental Property -Owner: Contract with rental management company to handle: Property address: 3003 Twisted Oak Way, The Villages, FL. Start date March 15, 2024.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-02 |
Reach out to this advisor