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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-29 |
| NV | RA | APPROVED | 2022-10-21 |
| PR | RA | APPROVED | 2022-10-12 |
| DE | RA | APPROVED | 2022-10-10 |
| WV | RA | APPROVED | 2022-10-06 |
| KY | RA | APPROVED | 2022-10-05 |
| MI | RA | APPROVED | 2022-10-05 |
| OK | RA | APPROVED | 2022-10-05 |
| CO | RA | APPROVED | 2022-10-04 |
| IA | RA | APPROVED | 2022-10-04 |
| NC | RA | APPROVED | 2022-10-04 |
| SC | RA | APPROVED | 2022-10-04 |
| WI | RA | APPROVED | 2022-10-04 |
| AK | RA | APPROVED | 2022-10-03 |
| AR | RA | APPROVED | 2022-10-03 |
| GA | RA | APPROVED | 2022-10-03 |
| HI | RA | APPROVED | 2022-10-03 |
| IN | RA | APPROVED | 2022-10-03 |
| LA | RA | APPROVED | 2022-10-03 |
| MO | RA | APPROVED | 2022-10-03 |
| NH | RA | APPROVED | 2022-10-03 |
| NJ | RA | APPROVED | 2022-10-03 |
| NM | RA | APPROVED | 2022-10-03 |
| ND | RA | APPROVED | 2022-10-03 |
| RI | RA | APPROVED | 2022-10-03 |
| SD | RA | APPROVED | 2022-10-03 |
| TX | RA | APPROVED_RES | 2022-10-03 |
| VA | RA | APPROVED | 2022-10-03 |
| AL | RA | APPROVED | 2022-09-30 |
| CA | RA | APPROVED | 2022-09-30 |
| CT | RA | APPROVED | 2022-09-30 |
| ID | RA | APPROVED | 2022-09-30 |
| IL | RA | APPROVED | 2022-09-30 |
| KS | RA | APPROVED | 2022-09-30 |
| ME | RA | APPROVED | 2022-09-30 |
| MD | RA | APPROVED | 2022-09-30 |
| MN | RA | APPROVED | 2022-09-30 |
| MS | RA | APPROVED | 2022-09-30 |
| MT | RA | APPROVED | 2022-09-30 |
| NE | RA | APPROVED | 2022-09-30 |
| NY | RA | APPROVED | 2022-09-30 |
| OH | RA | APPROVED | 2022-09-30 |
| OR | RA | APPROVED | 2022-09-30 |
| PA | RA | APPROVED | 2022-09-30 |
| UT | RA | APPROVED | 2022-09-30 |
| VT | RA | APPROVED | 2022-09-30 |
| WA | RA | APPROVED | 2022-09-30 |
Branch Locations
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 |
|---|---|---|---|---|
| Commonwealth Investment Management Group Llc | Jenkintown | PA | 06/2017 | 11/2020 |
| Holtzman Tax Service | Philadelphia | PA | 01/2016 | 10/2019 |
| Lpl Financial, Llc | Jenkintown | PA | 07/2018 | 11/2020 |
| Private Advisor Group, Llc | Jenkintown | PA | 07/2018 | 11/2020 |
| Unemployed | Bryn Mawr | PA | 12/2020 | 04/2021 |
| New York Life Insurance Company | New York | NY | 04/2021 | 09/2022 |
| Nylife Securities Llc. | New York | NY | 05/2021 | 09/2022 |
| Citizens Securities, Inc. | Conshohocken | PA | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-26 |
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