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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-02-06 |
| IN | RA | APPROVED | 2022-12-07 |
| CA | RA | APPROVED | 2022-08-19 |
| SD | RA | APPROVED | 2022-07-29 |
| NH | RA | APPROVED | 2022-07-27 |
| AK | RA | APPROVED | 2022-07-25 |
| RI | RA | APPROVED | 2022-07-12 |
| NC | RA | APPROVED | 2022-07-07 |
| PR | RA | APPROVED | 2022-07-06 |
| SC | RA | APPROVED | 2022-07-06 |
| WV | RA | APPROVED | 2022-07-06 |
| NV | RA | APPROVED | 2022-07-05 |
| ND | RA | APPROVED | 2022-07-05 |
| DE | RA | APPROVED | 2022-07-01 |
| NE | RA | APPROVED | 2022-07-01 |
| HI | RA | APPROVED | 2022-06-29 |
| IL | RA | APPROVED | 2022-06-29 |
| WA | RA | APPROVED | 2022-06-29 |
| CT | RA | APPROVED | 2022-06-28 |
| IA | RA | APPROVED | 2022-06-28 |
| OK | RA | APPROVED | 2022-06-28 |
| AL | RA | APPROVED | 2022-06-27 |
| CO | RA | APPROVED | 2022-06-27 |
| FL | RA | APPROVED | 2022-06-27 |
| KY | RA | APPROVED | 2022-06-27 |
| LA | RA | APPROVED | 2022-06-27 |
| ME | RA | APPROVED | 2022-06-27 |
| GA | RA | APPROVED | 2022-06-25 |
| VA | RA | APPROVED | 2022-06-25 |
| KS | RA | APPROVED | 2022-06-24 |
| MI | RA | APPROVED | 2022-06-24 |
| MN | RA | APPROVED | 2022-06-24 |
| MS | RA | APPROVED | 2022-06-24 |
| NJ | RA | APPROVED | 2022-06-24 |
| NM | RA | APPROVED | 2022-06-24 |
| OR | RA | APPROVED | 2022-06-24 |
| ID | RA | APPROVED | 2022-06-23 |
| MD | RA | APPROVED | 2022-06-23 |
| MT | RA | APPROVED | 2022-06-23 |
| OH | RA | APPROVED | 2022-06-23 |
| PA | RA | APPROVED | 2022-06-23 |
| TX | RA | APPROVED_RES | 2022-06-23 |
| UT | RA | APPROVED | 2022-06-23 |
| VT | RA | APPROVED | 2022-06-23 |
| WI | RA | APPROVED | 2022-06-23 |
| MO | RA | APPROVED | 2022-06-22 |
Branch Locations
4210 William Penn Highway Ms: Pmw846, Monroeville, PA 15146 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Colonia | NJ | 10/2014 | 08/2019 |
| The Prudential Insurance Company Of America | Marlton | NJ | 12/2019 | 08/2020 |
| Unemployed | Marlton | NH | 08/2019 | 11/2019 |
| The Vanguard Group, Inc. | Malvern | PA | 08/2020 | 10/2020 |
| Unemployed | Marlton | NH | 11/2020 | 09/2021 |
| Tapfin/Ey | Secaucus | NJ | 10/2021 | 05/2022 |
| Citizens Securities, Inc. | Mount Laurel | NJ | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-22 |
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