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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-09-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alliance Bernstein | New York | NY | 08/2013 | 06/2017 |
| Versatile Capital Management | Chicago | IL | 07/2017 | 08/2019 |
| Foliobeyond, Llc | New York | NY | 08/2019 | 09/2022 |
| Foliobeyond | Cos Cob | CT | 05/2022 | 09/2022 |
| Citizens Securities, Inc. | Westwood | MA | 09/2022 | Present |
Apostles of the Sacred Heart - Investment Committee Member; volunteer investment committee member for a Pension and Operating fund; 2 hours/month; start date: 03/2010.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 1987-12-08 |
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