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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-06-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | West Chester | PA | 02/2016 | 05/2023 |
| Citizens Securities, Inc | West Chester | PA | 07/2017 | 12/2020 |
| Citizens Securities, Inc | Westwood | MA | 09/2021 | 08/2022 |
| Citizens Securities, Inc | Westwood | MA | 09/2022 | 05/2023 |
| Jpmorgan Chase Bank, N.A. | Paoli | PA | 05/2023 | Present |
| J.P. Morgan Securities Llc | Paoli | PA | 05/2023 | Present |
| Wells Fargo Na | West Chester | PA | 05/2023 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-05 |
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