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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-01-25 |
Branch Locations
1675 Limekiln Pike, Dresher, PA 19025 • United States
100 N 18Th St 22Nd Fl [L2-Rbo], Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Philadelphia | PA | 07/2006 | 03/2017 |
| Citizens Securities, Inc | Philadelphia | PA | 03/2017 | 10/2018 |
| Citizens Bank | Philadelphia | PA | 03/2017 | 10/2018 |
| Citizens Securities Inc. | Philadelphia | PA | 10/2018 | 06/2021 |
| Citizens Bank | Philadelphia | PA | 10/2018 | 06/2021 |
| Citizens Securities Inc. | Philadelphia | PA | 07/2021 | 12/2021 |
| Wells Fargo Clearing Services, Llc | Dresher | PA | 01/2022 | Present |
| Wells Fargo Bank, Na | Dresher | PA | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-09 |
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