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Current Employers
Citizens Private Wealth

520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-06-27
  • RI RA
    APPROVED
    Since 2025-06-27

Branch Locations

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

Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-01-08
  • RI RA
    APPROVED
    Since 2025-01-08

Branch Locations

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

200 Station Drive, Westwood, MA 02090 • 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
OrganizationCityStateFromTo
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
Previous Registrations
  • 2022-08-16 → 2024-07-17
    J.P. Morgan Private Wealth Advisors Llc
    Boston, MA
  • 2024-05-30 → 2024-07-13
    Newport Beach, CA
    Boston, MA
  • 2017-03-25 → 2022-08-08
    North Providence, RI
    Boston, MA
    Boston, MA
  • 2015-04-15 → 2017-03-25
    Msi Financial Services, Inc.
    West Warwick, RI
    North Providence, RI
    Boston, MA
  • 2013-05-10 → 2015-03-05
    Boston, MA
  • 2007-08-02 → 2013-05-01
    New England Securities
    West Warwick, RI
    Boston, MA
    New York, NY
  • 2007-08-02 → 2013-05-01
    Tower Square Securities, Inc.
    West Warwick, RI
    Boston, MA
  • 2007-05-08 → 2013-05-01
    Msi Financial Services, Inc.
    West Warwick, RI
    Boston, MA
  • 2007-08-02 → 2013-05-01
    Walnut Street Securities, Inc.
    West Warwick, RI
    Boston, MA
  • 2004-10-20 → 2007-04-17
    Banc Of America Investment Services, Inc.
    Lincoln, RI
    Lincoln, RI
  • 2004-05-19 → 2004-10-20
    Quick & Reilly, Inc.
    Lincoln, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-05-18
  • S66 Uniform Combined State Law Examination
    2004-05-18
Other Names
  • Karen Grigorian
  • Gary Grigorian
  • Garen Grigorian

View on SEC IAPD

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