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520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-06-27 |
Branch Locations
One Citizens Bank Way, Johnston, RI 02919 • United States
One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-01-08 |
Branch Locations
1 Citizens Bank Way, Johnston, RI 02919 • 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 |
|---|---|---|---|---|
| Mml Investors Services, Llc | Boston | MA | 03/2017 | 07/2022 |
| Msi Financial Services, Inc. | Boston | MA | 04/2015 | 03/2017 |
| First Republic Investment Management Inc | Boston | MA | 08/2022 | 09/2023 |
| First Republic Securities Company, Llc | Boston | MA | 08/2022 | 09/2023 |
| J.P. Morgan Securities Llc | Boston | MA | 09/2023 | 07/2024 |
| Citizens Securities, Inc. | Johnston | RI | 01/2025 | Present |
| Unemployed | North Providence | RI | 07/2024 | 01/2025 |
| Citizens Private Wealth | Johnston | RI | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-18 |
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