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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2026-05-06 |
| CA | RA | APPROVED | 2025-03-26 |
| NY | RA | APPROVED | 2024-12-03 |
| FL | RA | APPROVED | 2023-01-26 |
| RI | RA | APPROVED | 2023-01-03 |
Branch Locations
One Snow Road, Marshfield, MA 02050 • United States
1 Citizens Bank Way, Johnston, RI 02919 • United States
36 Washington Street Queen Anne Plaza, Norwell, MA 02061 • United States
11 Fearing Road Ms: Ma-626, Hingham, MA 02043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank, Na | Boston | MA | 04/2015 | 08/2022 |
| Santander Securities, Llc | Dorchester | MA | 05/2015 | 08/2022 |
| Citizens Securities, Inc. | Norwell | MA | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-13 |
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