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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-02-14 |
| ND | RA | APPROVED | 2025-02-04 |
| FL | RA | APPROVED | 2025-01-29 |
| GA | RA | APPROVED | 2025-01-29 |
| LA | RA | APPROVED | 2025-01-29 |
| OH | RA | APPROVED | 2025-01-29 |
| AL | RA | APPROVED | 2025-01-28 |
| AK | RA | APPROVED | 2025-01-28 |
| AR | RA | APPROVED | 2025-01-28 |
| CA | RA | APPROVED | 2025-01-28 |
| CO | RA | APPROVED | 2025-01-28 |
| CT | RA | APPROVED | 2025-01-28 |
| DE | RA | APPROVED | 2025-01-28 |
| ID | RA | APPROVED | 2025-01-28 |
| IL | RA | APPROVED | 2025-01-28 |
| IN | RA | APPROVED | 2025-01-28 |
| IA | RA | APPROVED | 2025-01-28 |
| KS | RA | APPROVED | 2025-01-28 |
| KY | RA | APPROVED | 2025-01-28 |
| ME | RA | APPROVED | 2025-01-28 |
| MD | RA | APPROVED | 2025-01-28 |
| MI | RA | APPROVED | 2025-01-28 |
| MN | RA | APPROVED | 2025-01-28 |
| MS | RA | APPROVED | 2025-01-28 |
| MO | RA | APPROVED | 2025-01-28 |
| MT | RA | APPROVED | 2025-01-28 |
| NE | RA | APPROVED | 2025-01-28 |
| NV | RA | APPROVED | 2025-01-28 |
| NJ | RA | APPROVED | 2025-01-28 |
| NM | RA | APPROVED | 2025-01-28 |
| NC | RA | APPROVED | 2025-01-28 |
| OK | RA | APPROVED | 2025-01-28 |
| OR | RA | APPROVED | 2025-01-28 |
| PR | RA | APPROVED | 2025-01-28 |
| RI | RA | APPROVED | 2025-01-28 |
| SC | RA | APPROVED | 2025-01-28 |
| SD | RA | APPROVED | 2025-01-28 |
| TX | RA | APPROVED | 2025-01-28 |
| UT | RA | APPROVED | 2025-01-28 |
| VT | RA | APPROVED | 2025-01-28 |
| VA | RA | APPROVED | 2025-01-28 |
| WA | RA | APPROVED | 2025-01-28 |
| WI | RA | APPROVED | 2025-01-28 |
| WY | RA | APPROVED | 2025-01-28 |
| NH | RA | APPROVED | 2024-09-24 |
| NY | RA | APPROVED | 2024-09-24 |
| PA | RA | APPROVED | 2024-09-24 |
Branch Locations
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
Lawrence Park Shopping 1991 Sproul Rd, Suite 44, Broomall, PA 19008 • United States
1375 West Chester Pike, Havertown, PA 19083 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Fort Washington | PA | 09/2023 | 12/2024 |
| Citizens | North Wales | PA | 10/2021 | 09/2023 |
| Unemployed | Chalfont | PA | 09/2021 | 10/2021 |
| Glanzmann Subaru | Jenkintown | PA | 08/2019 | 09/2021 |
| Mainstreet Inn | Doylestown | PA | 03/2017 | 08/2019 |
| Unemployed | Chalfont | PA | 11/2016 | 03/2017 |
| Big Splash Pool Company | Perkasie | PA | 09/2016 | 11/2016 |
| Ups | Horsham | PA | 05/2016 | 09/2016 |
| Citizens Securities, Inc | Conshohocken | PA | 12/2024 | 08/2026 |
| Citizens Securities, Inc. | Broomall | PA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-12 |
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