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Advisor at CITIZENS SECURITIES, INC.
TELFORD, PA | CONSHOHOCKEN, PA | Woburn, MA | West Palm Beach, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CITIZENS SECURITIES, INC. | Bd affiliated wealth | Apr 18, 2023 | n/a | yes | Woburn, MA|CONSHOHOCKEN, PA|West Palm Beach, FL|TELFORD, PA | Current employment |
| QUESTAR ASSET MANAGEMENT, INC. | Former SEC adviser | Jul 20, 2017 | Mar 7, 2019 | no | MOUNT LAUREL, NJ|MINNEAPOLIS, MN | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Feb 10, 2012 | Jul 12, 2017 | no | Hilton Head Island, SC | Previous registration |
| SECURITIES AMERICA ADVISORS, INC. | Former SEC adviser | Mar 26, 2008 | Feb 6, 2012 | no | LANGHORNE, PA | Previous registration |
| HORNOR, TOWNSEND & KENT, LLC | Independent wealth | Oct 16, 2002 | Mar 3, 2008 | no | HORSHAM, PA|Conshohocken, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| QUESTAR ASSET MANAGEMENT, INC. | CITIZENS SECURITIES, INC. | Mar 7, 2019 | Apr 18, 2023 | 1,503 | Firm change after gap | Ibd to ibd |
| PNC WEALTH MANAGEMENT | QUESTAR ASSET MANAGEMENT, INC. | Jul 12, 2017 | Jul 20, 2017 | 8 | Firm change | Other |
| SECURITIES AMERICA ADVISORS, INC. | PNC WEALTH MANAGEMENT | Feb 6, 2012 | Feb 10, 2012 | 4 | Firm change | Other |
| HORNOR, TOWNSEND & KENT, LLC | SECURITIES AMERICA ADVISORS, INC. | Mar 3, 2008 | Mar 26, 2008 | 23 | Firm change | Other |