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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-10-19 |
Branch Locations
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-13 |
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