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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-11-20 |
| MI | RA | APPROVED | 2024-02-13 |
| OR | RA | APPROVED | 2024-02-13 |
| CA | RA | APPROVED | 2024-01-02 |
| PA | RA | APPROVED | 2024-01-02 |
| IL | RA | APPROVED | 2021-10-07 |
| NY | RA | APPROVED | 2021-04-08 |
| MS | RA | APPROVED | 2020-10-16 |
| FL | RA | APPROVED | 2018-08-01 |
| TX | RA | APPROVED_RES | 2015-08-26 |
| VA | RA | APPROVED | 2015-08-13 |
Branch Locations
2833 Ridge Road West Ms: Nyr144, Rochester, NY 14626 • United States
One Lincoln Center 110 W Fayette St. Ste 1230, Ms: *Nys100, Syracuse, NY 13202 • 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. | Rochester | NY | 11/2014 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-29 |
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