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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-03-31 |
| AZ | RA | APPROVED | 2025-03-25 |
| UT | RA | APPROVED | 2025-03-21 |
| IA | RA | APPROVED | 2025-03-20 |
| WV | RA | APPROVED | 2025-03-20 |
| PR | RA | APPROVED | 2025-03-19 |
| SC | RA | APPROVED | 2025-03-18 |
| ND | RA | APPROVED | 2025-03-17 |
| OK | RA | APPROVED | 2025-03-17 |
| OR | RA | APPROVED | 2025-03-16 |
| IL | RA | APPROVED | 2025-03-14 |
| MI | RA | APPROVED | 2025-03-14 |
| OH | RA | APPROVED | 2025-03-14 |
| AR | RA | APPROVED | 2025-03-13 |
| CA | RA | APPROVED | 2025-03-13 |
| CT | RA | APPROVED | 2025-03-13 |
| DE | RA | APPROVED | 2025-03-13 |
| GA | RA | APPROVED | 2025-03-13 |
| ID | RA | APPROVED | 2025-03-13 |
| IN | RA | APPROVED | 2025-03-13 |
| KS | RA | APPROVED | 2025-03-13 |
| KY | RA | APPROVED | 2025-03-13 |
| LA | RA | APPROVED | 2025-03-13 |
| ME | RA | APPROVED | 2025-03-13 |
| MD | RA | APPROVED | 2025-03-13 |
| MN | RA | APPROVED | 2025-03-13 |
| MS | RA | APPROVED | 2025-03-13 |
| MT | RA | APPROVED | 2025-03-13 |
| NH | RA | APPROVED | 2025-03-13 |
| NM | RA | APPROVED | 2025-03-13 |
| NC | RA | APPROVED | 2025-03-13 |
| PA | RA | APPROVED | 2025-03-13 |
| RI | RA | APPROVED | 2025-03-13 |
| SD | RA | APPROVED | 2025-03-13 |
| VT | RA | APPROVED | 2025-03-13 |
| VA | RA | APPROVED | 2025-03-13 |
| WA | RA | APPROVED | 2025-03-13 |
| WI | RA | APPROVED | 2025-03-13 |
| WY | RA | APPROVED | 2025-03-13 |
| AL | RA | APPROVED | 2025-03-12 |
| AK | RA | APPROVED | 2025-03-12 |
| CO | RA | APPROVED | 2025-03-12 |
| NV | RA | APPROVED | 2025-03-12 |
| NJ | RA | APPROVED | 2025-03-12 |
| NY | RA | APPROVED | 2025-03-12 |
| TX | RA | APPROVED | 2025-03-12 |
| FL | RA | APPROVED | 2025-01-21 |
Branch Locations
4501 Tamiami Trl N, Naples, FL 34103 • 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 |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Naples | FL | 04/2015 | 01/2025 |
| City National Bank | Naples | FL | 09/2016 | 01/2025 |
| Citizens Bank | Naples | FL | 01/2025 | Present |
| Citizens Securities, Inc. | Naples | FL | 01/2025 | Present |
| Clarfeld | Tarrytown | NY | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-07 |
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