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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-08-07 |
| PA | RA | APPROVED | 2023-05-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Bryn Mawr | PA | 11/2016 | 07/2017 |
| Wells Fargo Clearing Services, Llc | Bryn Mawr | PA | 07/2017 | 08/2018 |
| Lucky Horse Inc Dba Westmont Beverage | Collingdale | PA | 04/2005 | 09/2016 |
| Citizens Securities Inc. | Wynnewood | PA | 08/2018 | 07/2021 |
| Citizens Bank | Wynnewood | PA | 08/2018 | 07/2021 |
| Citizens Securities, Inc | Westwood | MA | 07/2021 | 04/2022 |
| Citizens Bank, N.A | Wynnewood | PA | 07/2021 | 04/2022 |
| Wells Fargo Clearing Services, Llc | Phoenixville | PA | 04/2022 | 11/2022 |
| Wells Fargo Bank, Na | Phoenixville | PA | 04/2022 | 11/2022 |
| Citizens Securities, Inc. | Trappe | PA | 11/2022 | 04/2023 |
| Truist Advisory Services Inc. | West Chester | PA | 04/2023 | Present |
| Truist Investment Services Inc. | West Chester | PA | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-13 |
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