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Citizens Securities, Inc. CRD 39550
$12.9B regulatory AUM 60,545 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-11-21 |
| NV | RA | APPROVED | 2023-11-13 |
| ND | RA | APPROVED | 2023-11-13 |
| GA | RA | APPROVED | 2023-11-08 |
| NJ | RA | APPROVED | 2023-11-08 |
| FL | RA | APPROVED | 2023-11-07 |
| NM | RA | APPROVED | 2023-11-07 |
| AL | RA | APPROVED | 2023-11-06 |
| AK | RA | APPROVED | 2023-11-06 |
| AR | RA | APPROVED | 2023-11-06 |
| CA | RA | APPROVED | 2023-11-06 |
| CO | RA | APPROVED | 2023-11-06 |
| CT | RA | APPROVED | 2023-11-06 |
| DE | RA | APPROVED | 2023-11-06 |
| HI | RA | APPROVED | 2023-11-06 |
| ID | RA | APPROVED | 2023-11-06 |
| IL | RA | APPROVED | 2023-11-06 |
| IN | RA | APPROVED | 2023-11-06 |
| IA | RA | APPROVED | 2023-11-06 |
| KS | RA | APPROVED | 2023-11-06 |
| KY | RA | APPROVED | 2023-11-06 |
| LA | RA | APPROVED | 2023-11-06 |
| ME | RA | APPROVED | 2023-11-06 |
| MD | RA | APPROVED | 2023-11-06 |
| MI | RA | APPROVED | 2023-11-06 |
| MN | RA | APPROVED | 2023-11-06 |
| MS | RA | APPROVED | 2023-11-06 |
| MO | RA | APPROVED | 2023-11-06 |
| MT | RA | APPROVED | 2023-11-06 |
| NE | RA | APPROVED | 2023-11-06 |
| NH | RA | APPROVED | 2023-11-06 |
| NY | RA | APPROVED | 2023-11-06 |
| NC | RA | APPROVED | 2023-11-06 |
| OH | RA | APPROVED | 2023-11-06 |
| OK | RA | APPROVED | 2023-11-06 |
| OR | RA | APPROVED | 2023-11-06 |
| PA | RA | APPROVED | 2023-11-06 |
| PR | RA | APPROVED | 2023-11-06 |
| RI | RA | APPROVED | 2023-11-06 |
| SC | RA | APPROVED | 2023-11-06 |
| TX | RA | APPROVED | 2023-11-06 |
| UT | RA | APPROVED | 2023-11-06 |
| VT | RA | APPROVED | 2023-11-06 |
| VA | RA | APPROVED | 2023-11-06 |
| WA | RA | APPROVED | 2023-11-06 |
| WI | RA | APPROVED | 2023-11-06 |
Branch Locations
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
21550 Center Ridge Road Ms: Ohb671, Rocky River, OH 44116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Philadelphia | PA | 02/2022 | 10/2023 |
| School District Of Philadelphia | Philadelphia | PA | 06/2019 | 01/2022 |
| Trader Joe's | Winter Park | FL | 08/2018 | 06/2019 |
| Rollins College | Winter Park | FL | 05/2015 | 05/2018 |
| Rollins College | Winter Park | FL | 08/2014 | 05/2018 |
| Trinity Wealth Securities, Llc | Philadelphia | PA | 04/2022 | 10/2023 |
| Citizens Securities, Inc. | Conshohocken | PA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-02-21 |
| S65 | Uniform Investment Adviser Law Examination | 2022-01-22 |
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