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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2021-09-30 |
Branch Locations
1200 Hancock Street, Quincy, MA 02169 • United States
20 Corporate Woods Blvd, Suite 302 Ms: Nyac10, Albany, NY 12211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Hingham | MA | 08/2017 | 12/2020 |
| Mercer | Norwood | MA | 08/2014 | 08/2017 |
| Citizens Securities, Inc | Hingham | MA | 09/2017 | 12/2020 |
| Citizens Securities, Inc | Westwood | MA | 09/2021 | 10/2022 |
| Citizens Bank, N.A | Milton | MA | 09/2021 | 10/2022 |
| Citizens Bank, N.A | Braintree | MA | 12/2020 | 09/2021 |
| Citizens Securities, Inc. | Westwood | MA | 10/2022 | Present |
| Citizens Bank, N/A | Quincy | MA | 10/2022 | Present |
Notary Public
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-15 |
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