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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-08-17 |
| KY | RA | APPROVED | 2024-07-03 |
| FL | RA | APPROVED | 2020-06-03 |
| NJ | RA | APPROVED | 2015-08-13 |
| PA | RA | APPROVED | 2003-09-05 |
Branch Locations
1881 Street Rd Mailstop: 19B-0254, Bensalem, PA 19020 • United States
195 Franklin Mills Blvd Mailstop: 19B-0601, Philadelphia, PA 19154 • United States
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
833 West Trenton Ave Mailstop: 19B-0539, Morrisville, PA 19067 • United States
2301 Bristol Rd Mailstop: 19B-0528, Bensalem, PA 19020 • 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 |
|---|---|---|---|---|
| Citizens Securities, Inc. | Bensalem | PA | 05/2002 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-26 |
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