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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2026-02-04 |
| NJ | RA | APPROVED | 2026-02-04 |
| PA | RA | APPROVED | 2025-11-26 |
Branch Locations
726-28 Market Street Mailstop: 19B-0077, Philadelphia, PA 19106 • United States
1546 Frankford Avenue Ms: Pa417, Philadelphia, PA 19125 • United States
490 North Broad Street Mailstop: 19B-0037, Philadelphia, PA 19130 • United States
248 Market Street Pa418, Philadelphia, PA 19106 • United States
150 South Broad Street Mailstop: 19B-2112, Philadelphia, PA 19102-3131 • United States
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Horsham | PA | 12/2019 | 11/2025 |
| Eduboosters, Llc | Colmar | PA | 10/2017 | 12/2019 |
| International Education Opportunities | Jenkintown | PA | 10/2016 | 09/2017 |
| Creative Yan Studios | Colmar | PA | 09/2014 | 12/2019 |
| Citizens Securities, Inc. | Philadelphia | PA | 11/2025 | Present |
I* Entity Type: For Profit Name of OBA: Rental Property 1 Address: Lansdale, Pennsylvania, 19446 Investment Related: No Position, Title, Association: Sole Owner Employee Start Date: 4/1/2021 No Hours: 1 monthly No Hours during trading: 0 Duties: Owner I*584277 Entity Type: For Profit Name of OBA: EduBoosters LLC Address: Colmar, Pennsylvania, 18915 Investment Related: No Position, Title, Association: Owner, Officer(President, CEO, ..) Employee Start Date: 7/8/2018 No Hours: 0 yearly No Hours during trading: 0 Duties: Our company provide international education consulting services to small liberal art institutes to initiate on campus international programs like Pathway program or Intensive English learning programs. We also recruit international students to these schools. I stopped the business due to the slowness of the market. And the business requires me to travel internationally a lot, which I couldn't do after my 2nd child was born. The business entity is still there. But I'm no longer running the business after I got hired from BOA I*584275 For profit or not for profit: Entity For Profit Name of outside business organization: Creative Yan Studios Investment related: No Address of business: Colmar, Pennsylvania, 18915 Nature of business: ["S Corporation"] Position, title, association: ["Officer"] Start date of relationship: 8/8/2016 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Mainly wedding Photography and Cinematography services for new weds. I also do other portraits like family or kids portraits photography. I still have clients asked me to take professional portraitures to them and to their families, especially during holiday season. I only do this when I'm not working, basically at night and during weekends.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-24 |
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