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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-09-09 |
| CA | RA | APPROVED | 2025-09-08 |
| DE | RA | APPROVED | 2025-08-06 |
| NJ | RA | APPROVED | 2025-08-06 |
| PA | RA | APPROVED | 2025-08-06 |
Branch Locations
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
345 Scarlett Road New Garden Center, Kennett Square, PA 19348 • United States
1660 E. Street Rd. Mailstop: 19B-6806, Kennett Square, PA 19348 • United States
1109 E. Baltimore Pike Mailstop: 19B-6805, Kennett Square, PA 19348 • United States
106 W. Evergreen Street, West Grove, PA 19390 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities, Llc | Bala Cynwyd | PA | 09/2018 | 04/2024 |
| New York Life Insurance Co | Bala Cynwyd | PA | 05/2018 | 04/2024 |
| Fulton Financial Company | Reading | PA | 05/2017 | 08/2017 |
| Pennsylvania State University | Reading | PA | 08/2017 | 05/2018 |
| Pennsylvania State University | Reading | PA | 08/2016 | 05/2017 |
| Mml Investors Services, Llc | Philadelphia | PA | 05/2024 | 08/2025 |
| Massmutual Life Insurance Company | Philadelphia | PA | 05/2024 | 08/2025 |
| Citizens Securities, Inc. | Kennett Square | PA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-18 |
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