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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-04-02 |
| MD | RA | APPROVED | 2023-12-21 |
| DE | RA | APPROVED | 2020-02-28 |
| NJ | RA | APPROVED | 2020-02-28 |
| PA | RA | APPROVED | 2017-11-28 |
Branch Locations
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
2 East Baltimore Avenue Mailstop: 19B-6720, Media, PA 19063 • United States
Lawrence Park Shopping 1991 Sproul Rd, Suite 44, Broomall, PA 19008 • United States
1055 W. Baltimore Pike Mailstop: 19B-0216, Media, PA 19063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Newtown Square | PA | 08/2016 | 05/2018 |
| Citizens Securities, Inc. | Media | PA | 05/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-30 |
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