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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-17 |
Branch Locations
645 Hamilton Street Fl 10, Allentown, PA 18101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Applebee's | Lansdale | PA | 02/2017 | 08/2018 |
| Landis Supermarket | Harleysville | PA | 09/2017 | 10/2017 |
| States Contracting | Harleysville | PA | 10/2017 | 04/2018 |
| Richard Allen Inc | New Britain | PA | 09/2018 | 02/2019 |
| Ssm Direct | King Of Prussia | PA | 03/2019 | 08/2019 |
| Unemployed | Telford | PA | 07/2016 | 01/2017 |
| Keybank | Spring House | PA | 09/2019 | 01/2022 |
| Key Investment Services Llc | Brooklyn | OH | 01/2022 | 01/2023 |
| Citizens Securities, Inc | Westwood | MA | 01/2023 | 04/2026 |
| Citizens Bank, Inc | Lansdale | PA | 01/2023 | 04/2026 |
| Truist Investment Services, Inc. | Allentown | PA | 02/2026 | Present |
| Truist Advisory Services, Inc. | Allentown | PA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-31 |
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