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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-03 |
| CA | RA | APPROVED | 2025-01-31 |
| NJ | RA | APPROVED | 2025-01-31 |
| NC | RA | APPROVED | 2025-01-31 |
| PA | RA | APPROVED | 2024-12-02 |
Branch Locations
9042 Roosevelt Boulevard Ms: 19B-0248, Philadelphia, PA 19115 • 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 |
|---|---|---|---|---|
| Vanguard Group | Malvern | PA | 08/2022 | 02/2023 |
| Regal Entertainment | Philadelphia | PA | 02/2016 | 05/2019 |
| 1St Class Valet | Blue Bell | PA | 05/2019 | 08/2019 |
| Richard Allen, Inc | New Britain | PA | 05/2021 | 08/2021 |
| Fred Beans Ford | Newtown | PA | 07/2021 | 10/2021 |
| Rite Aid | Feasterville-Trevose | PA | 11/2021 | 03/2022 |
| T-M Automotive Inc | Langhorne | PA | 03/2022 | 06/2022 |
| Doordash | Yardley | PA | 05/2021 | 08/2021 |
| Bloomsburg University Of Pa | Bloomsburg | PA | 08/2017 | 05/2021 |
| Vanguard Marketing Corporation | Malvern | PA | 08/2022 | 02/2023 |
| Unemployed | Bensalem | PA | 07/2022 | 07/2022 |
| Jp Morgan Chase Bank N.A. | Toms River | NJ | 02/2023 | 04/2024 |
| Jp Morgan Securities Llc | Toms River | NJ | 02/2023 | 04/2024 |
| Citizens Securities Inc., | Philadelphia | PA | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-06 |
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