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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-10-10 |
| AZ | RA | APPROVED | 2025-08-20 |
| SC | RA | APPROVED | 2025-08-11 |
| NY | RA | APPROVED | 2025-02-28 |
| NC | RA | APPROVED | 2025-02-26 |
| OH | RA | APPROVED | 2025-02-12 |
| FL | RA | APPROVED | 2025-02-11 |
| MI | RA | APPROVED | 2025-02-11 |
| RI | RA | APPROVED | 2025-02-11 |
| CT | RA | APPROVED | 2025-02-10 |
| NH | RA | APPROVED | 2025-02-10 |
| CA | RA | APPROVED | 2025-02-07 |
| NJ | RA | APPROVED | 2025-02-07 |
| TX | RA | APPROVED | 2025-02-07 |
| VT | RA | APPROVED | 2025-02-07 |
Branch Locations
One Lincoln Center 110 W Fayette St. Ste 1230, Ms: *Nys100, Syracuse, NY 13202 • United States
200 Station Drive, Westwood, MA 02090 • United States
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-10-10 |
| DE | RA | APPROVED | 2019-09-13 |
| MA | RA | APPROVED | 2019-09-12 |
Branch Locations
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
200 Station Drive, Westwood, MA 02090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of The West | Minneapolis | MN | 07/2012 | 05/2018 |
| Bancwest Investment Services | Minneapolis | MN | 07/2012 | 05/2018 |
| Citizens Bank | Chestnut Hill | MA | 05/2018 | Present |
| Citizens Securities Inc. | Chestnut Hill | MA | 05/2018 | 12/2019 |
| Citizens Securities, Inc. | Westwood | MA | 10/2024 | Present |
| Citizens Private Wealth | Chestnut Hill | MA | 08/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-10 |
| S66 | Uniform Combined State Law Examination | 2003-04-01 |
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