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Current Employers
Citizens Securities, Inc.

One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-10-19
  • PA RA
    APPROVED
    Since 2020-10-19

Branch Locations

300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Santander Securities Llc Guaynabo PR 09/2012 09/2016
Invest Financial Corporation Tampa FL 10/2016 02/2018
Members 1St Federal Credit Union Mechanicsburg PA 09/2016 08/2019
Lpl Financial Llc Mechanicsburg PA 02/2018 08/2019
First Citizens Community Bank Fredericksburg PA 12/2019 10/2020
Lpl Finanical Llc Fredericksburg PA 03/2020 10/2020
Unemployed Mechanicsburg PA 08/2019 12/2019
Citizens Investment Services Conshohocken PA 10/2020 Present
  • 09/2012 → 09/2016
    Guaynabo, PR
  • 10/2016 → 02/2018
    Invest Financial Corporation
    Tampa, FL
  • 09/2016 → 08/2019
    Members 1St Federal Credit Union
    Mechanicsburg, PA
  • 02/2018 → 08/2019
    Mechanicsburg, PA
  • 12/2019 → 10/2020
    First Citizens Community Bank
    Fredericksburg, PA
  • 03/2020 → 10/2020
    Lpl Finanical Llc
    Fredericksburg, PA
  • 08/2019 → 12/2019
    Unemployed
    Mechanicsburg, PA
  • 10/2020 → Present
    Citizens Investment Services
    Conshohocken, PA
Previous Registrations
  • 2020-03-18 → 2020-10-27
    Fredericksburg, PA
  • 2018-02-14 → 2019-08-22
    Enola, PA
    Mechanicsburg, PA
  • 2016-10-04 → 2018-02-14
    Invest Financial Corporation
    Mechanicsburg, PA
  • 2013-12-04 → 2016-10-14
    Harrisburg, PA
    Boston, MA
    York, PA
    Carlisle, PA
    Andover, MA
    Dedham, MA
    York, PA
    Halifax, MA
    Lawrence, MA
    Hagerstown, MD
    Lowell, MA
    Manchester, NH
    Pottstown, PA
    Randolph, MA
    Shrewsbury, PA
    Bangor, PA
    Hanover, PA
    Enola, PA
    Westwood, MA
    Easton, PA
    Andover, MA
    Olney, MD
    York, PA
    Walpole, MA
    Hagerstown, MD
    Abington, MA
    Bel Air, MD
    Canton, MA
    Bethlehem, PA
    Mercerville, NJ
    Hanover, MA
    Hershey, PA
    Hillsborough, NH
    Holbrook, MA
    Hull, MA
    Lawrence, MA
    Lebanon, PA
    North Andover, MA
    York, PA
    South Dennis, MA
    Easton, PA
    Chambersburg, PA
    Hagerstown, MD
    Lawrence, MA
    East Milton, MA
    Windham, NH
    Concord, NH
    Chambersburg, PA
    Salem, NH
    Whitman, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-11-27
S63 Uniform Securities Agent State Law Examination 1995-06-13
  • S65 Uniform Investment Adviser Law Examination
    2013-11-27
  • S63 Uniform Securities Agent State Law Examination
    1995-06-13
Other Names
  • Marina Berkheimer
  • Marina Kumi Berkheimer

View on SEC IAPD

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