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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mycio Wealth Partners | Philadelphia | PA | 07/2019 | 04/2022 |
| Fence Authority | West Chester | PA | 07/2016 | 10/2016 |
| Creative Financial Group | Newtown Square | PA | 07/2017 | 10/2017 |
| Mass Mutual | Philadelphia | PA | 07/2018 | 10/2018 |
| Temple University | Philadelphia | PA | 09/2016 | 06/2017 |
| Temple University | Philadelphia | PA | 09/2017 | 06/2018 |
| Temple University | Philadelphia | PA | 09/2018 | 06/2019 |
| Citizens Securities, Inc. | Westwood | MA | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-23 |
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