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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-06-06 |
Branch Locations
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
200 Station Drive, Westwood, MA 02090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Reading | PA | 09/2013 | 12/2017 |
| Citizens Securities Inc. | Wyomissing | PA | 12/2017 | 09/2018 |
| Citizens Bank | Wyomissing | PA | 12/2017 | 09/2018 |
| Citizens Bank | Wyomissing | PA | 09/2018 | Present |
| Citizens Securities Inc. | Conshohocken | PA | 09/2018 | Present |
1. Skin care for Rodan & Fields. Consultant/rep. 5 hours per month. 2. Pooches Purrs & Pets. Pet sitting business for daughter who's under 18.8 hours per month. 3. Tucked Away - Sole proprietor; rental property in USVI
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-17 |
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