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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-08 |
| CA | RA | APPROVED | 2025-05-07 |
| MD | RA | APPROVED | 2025-05-07 |
| NY | RA | APPROVED | 2025-05-07 |
| PA | RA | APPROVED | 2025-05-07 |
| SC | RA | APPROVED | 2025-05-07 |
| CT | RA | APPROVED | 2025-02-07 |
| RI | RA | APPROVED | 2021-12-22 |
Branch Locations
One Citizens Plaza, Providence, RI 02903 • United States
One Lincoln Center 110 W Fayette St. Ste 1230, Ms: *Nys100, Syracuse, NY 13202 • United States
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2019-08-20 |
Branch Locations
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
One Citizens Plaza Ms: Rc1260, Providence, RI 02903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc | Providence | RI | 08/2015 | 12/2019 |
| Citizens Securities, Inc | Providence | RI | 12/2021 | Present |
| Citizens Private Wealth | Providence | RI | 08/2019 | Present |
| Citizens Bank | Providence | RI | 12/2021 | Present |
1. Lifespan - Planned Giving Advisory Council 2. Neighborhood Health Plan of Ri - Investment Committee 3. Guidepoint Global Advisors - Advisor 4. Providence College- Guest Lecturer
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-11-30 |
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