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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-06-04 |
| CA | RA | APPROVED | 2024-01-08 |
| CT | RA | APPROVED | 2023-10-11 |
| VA | RA | APPROVED | 2022-06-14 |
| FL | RA | APPROVED | 2021-12-01 |
| NY | RA | APPROVED | 2021-04-08 |
| NJ | RA | APPROVED | 2019-12-10 |
| PA | RA | APPROVED | 2019-10-04 |
Branch Locations
7435 Front St Mailstop: Pa551, Cheltenham, PA 19012 • United States
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
8250 Old York Rd Mailstop: 19B-0228, Elkins Park, PA 19027 • United States
1501 North Broad St (Suite 1) Mailstop: 19B-0109, Philadelphia, PA 19121 • United States
273 Dekalb Pike Mailstop: 19B-6758, North Wales, PA 19454 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Wilkes Barre | PA | 06/2009 | 09/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2019 |
| Citizens Securities, Inc. | Elkins Park | PA | 09/2019 | Present |
Irrevocable trust - Trustee for parents trust.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-13 |
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