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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2022-09-09 |
Branch Locations
6 Russell Street Ms: Ma606, Woburn, MA 01801 • United States
20 Corporate Woods Blvd, Suite 302 Ms: Nyac10, Albany, NY 12211 • United States
1 Citizens Bank Way, Johnston, RI 02919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Kingstown School Department | North Kingstown | RI | 08/2004 | 06/2018 |
| Warwick Public Schools | Warwick | RI | 07/2018 | 04/2022 |
| Urban Collaborative Accelerated Program | Providence | RI | 05/2022 | 05/2022 |
| Lincoln Financial Securities | Cranston | RI | 05/2020 | 08/2022 |
| Citizens Securities, Inc. | Johnston | RI | 08/2022 | 07/2023 |
| Citizens Securities, Inc. | Johnston | RI | 07/2023 | 04/2024 |
| Citizens Securities, Inc. | Johnston | RI | 04/2024 | 09/2025 |
| Citizens Securities, Inc. | Johnston | RI | 09/2025 | Present |
Heritage Restaurant Group- Bartender/Server for banquet events Date of Initial Involvement: 07/25/2025 Approximate amount of time/month: 8 hours Gloria J. McDonald Irrevocable Living Trust - Co-Trustee -8/29/2024- Less than 1 hour per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-26 |
| S65 | Uniform Investment Adviser Law Examination | 1997-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-21 |
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