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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-14 |
Branch Locations
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
130 W. Main Street Suite 158, Trappe, PA 19426 • United States
2753 W Main Street Mailstop: 19B-6473, Norristown, PA 19403 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Glastonbury | CT | 08/2022 | 04/2023 |
| Mass Mutual Insurance Company | Glastonbury | CT | 07/2022 | 04/2023 |
| University Of Maryland Global Campus | Maryland | CT | 09/2020 | 08/2022 |
| Columbia Southern University | Orange Beach | AL | 02/2019 | 08/2020 |
| Northwestern Mutual | Hartford | CT | 12/2021 | 06/2022 |
| Enterprise | East Granby | CT | 02/2019 | 04/2021 |
| Green Line Inbound Llc | Waltham | MA | 08/2009 | 03/2019 |
| Td Bank N.A. | Hartford | CT | 04/2023 | 10/2024 |
| Td Private Client Wealth Llc | Hartford | CT | 04/2023 | 10/2024 |
| Key Investment Services Llc | Brooklyn | OH | 10/2024 | 04/2026 |
| Citizens Securities, Inc. | Norristown | PA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-21 |
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