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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-04-08 |
| GA | RA | APPROVED | 2022-04-08 |
| CA | RA | APPROVED | 2022-04-07 |
| CT | RA | APPROVED | 2022-04-07 |
| DE | RA | APPROVED | 2022-04-07 |
| LA | RA | APPROVED | 2022-04-07 |
| ME | RA | APPROVED | 2022-04-07 |
| MI | RA | APPROVED | 2022-04-07 |
| NH | RA | APPROVED | 2022-04-07 |
| NJ | RA | APPROVED | 2022-04-07 |
| NY | RA | APPROVED | 2022-04-07 |
| OH | RA | APPROVED | 2022-04-07 |
| PA | RA | APPROVED | 2022-04-07 |
| RI | RA | APPROVED | 2022-04-07 |
| TX | RA | APPROVED | 2022-04-07 |
| VT | RA | APPROVED | 2022-04-07 |
Branch Locations
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
31 Cambridge Lane, Mailstop: 19B-0250, Newtown, PA 18940 • United States
2039 East Lincoln Highway Mailstop: 19B-0012, Langhorne, PA 19047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Poni Sails | New Hope | PA | 01/2007 | Present |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2017 | 05/2018 |
| Northwestern Mutual Investment Services Llc | Jamison | PA | 12/2017 | 05/2018 |
| Pruco Securities, Llc | Chalfont | PA | 11/2018 | 03/2022 |
| Lyft, Inc | San Francisco | CA | 05/2018 | 07/2020 |
| The Prudential Insurance Company Of America | Chalfont | PA | 11/2018 | 03/2022 |
| Citizens Securities, Inc. | Ft Washington | PA | 03/2022 | 12/2024 |
| Citizens Securities, Inc. | Langhorne | PA | 12/2024 | Present |
PA Film Industry Association (PAFIA) - Board Member at Large. Attend board meetings and assist at fund raisers. Liaison between the membership and the board. 4 hours per month. Start date September 2022. Cage Free Projects (Cage Free, LLC) CEO - Filmmaking and other creative project consulting services. Respond to emails and phone calls. Also provide advice and services from time to time. Net profit $200. 4 hours per month start date September 2022. New Hope Planning Commission- Vice Chairman Non-Profit Facilitate the community coming together to create a comprehensive plan every 10 years. As matters come bore the town council, the town council asks us to comment on how these matters relate to the comprehensive plan. We do not make any decisions only recommedations to the town council. I specifically will not vote on or be involved in any budget or financial matters. Monthly Compensation: $0 Date of Initial Involvement: 2/1/2025 Approx amount of time/ month: 4 hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-20 |
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