Joshua Perry Davis

Current Employers

Citizens Securities, Inc.

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

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2025-11-25
CT	RA	APPROVED	2025-11-17
NH	RA	APPROVED	2025-11-17
DE	RA	APPROVED	2025-06-07
VA	RA	APPROVED	2024-07-18
MN	RA	APPROVED	2016-04-21
FL	RA	APPROVED	2015-08-14
RI	RA	APPROVED	2008-03-10

AZ RA
APPROVED

Since 2025-11-25
CT RA
APPROVED

Since 2025-11-17
NH RA
APPROVED

Since 2025-11-17
DE RA
APPROVED

Since 2025-06-07
VA RA
APPROVED

Since 2024-07-18
MN RA
APPROVED

Since 2016-04-21
FL RA
APPROVED

Since 2015-08-14
RI RA
APPROVED

Since 2008-03-10

Branch Locations

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

622 Taunton Ave Mailstop: Ri-059, E. Providence, RI 02914 • United States

Disclosures

2 disclosure categories 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.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Citizens Securities, Inc.	East Providence	RI	03/2008	Present

03/2008 → Present

Citizens Securities, Inc.

East Providence, RI

Previous Registrations

2005-10-14 → 2008-03-06

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Providence, RI

Providence, RI
2003-08-13 → 2005-11-08

Citizens Securities, Inc.

Cranston, RI

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2003-08-08
S63	Uniform Securities Agent State Law Examination	1997-08-14

S65 Uniform Investment Adviser Law Examination

2003-08-08
S63 Uniform Securities Agent State Law Examination

1997-08-14

Designations

View on SEC IAPD