Robert S Lonardo

Citizens Securities, Inc.

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Current Employers

Citizens Securities, Inc.

One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-04-08
RI	RA	APPROVED	2015-03-23

NY RA
APPROVED

Since 2021-04-08
RI RA
APPROVED

Since 2015-03-23

Branch Locations

1 Citizens Bank Way, Johnston, RI 02919 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Downeast Cider House	Charlestown	MA	01/2015	Present
Cco Investment Services Corp.	Riverside	RI	03/2015	Present

01/2015 → Present

Downeast Cider House

Charlestown, MA
03/2015 → Present

Cco Investment Services Corp.

Riverside, RI

Previous Registrations

2012-03-07 → 2013-08-12

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lincoln, RI

New York, NY

Riverside, RI
2007-06-18 → 2010-03-26

Strategic Advisers Llc

San Francisco, CA

Smithfield, RI
2004-10-20 → 2005-03-17

Banc Of America Investment Services, Inc.

Providence, RI
2004-02-03 → 2004-10-20

Quick & Reilly, Inc.

Providence, RI
2003-10-08 → 2004-02-04

Equitable Advisors, Llc

Wellesley, MA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2003-01-24
S63	Uniform Securities Agent State Law Examination	2002-05-24

S65 Uniform Investment Adviser Law Examination

2003-01-24
S63 Uniform Securities Agent State Law Examination

2002-05-24

Other Names

Robert Scott Lonardo

View on SEC IAPD

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