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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-05-19 |
Branch Locations
1 W Philadelphia Ave Fl 2, Boyertown, PA 19512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Limerick | PA | 06/2014 | 01/2017 |
| Cco Investment Services | Limerick | PA | 06/2014 | 01/2017 |
| Citizens Securities, Inc. | Limerick | PA | 01/2017 | 05/2023 |
| Truist Investment Services, Inc | King Of Prussia | PA | 05/2023 | Present |
| Truist Advisory Services, Inc | King Of Prussia | PA | 05/2023 | Present |
CAREGIVER POSITION: Caregiver NATURE: Caregiver for Down Syndrome patients INVESTMENT RELATED: No NUMBER OF HOURS: 14 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: Pottstown PA, United States DESCRIPTION: Caregiver for Down Syndrome patients. NOTARY POSITION: Notary NATURE: Notary INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2021 ADDRESS: Gilbertsville PA, United States DESCRIPTION: Notary
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-23 |
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