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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-26 |
Branch Locations
One Lincoln Center 110 W Fayette St. Ste 1230, Ms: *Nys100, Syracuse, NY 13202 • United States
101 California Street, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Realtyshares Securities, Llc | San Francisco | CA | 06/2016 | 10/2017 |
| Ming Blue Designs | Los Altos | CA | 06/2001 | 01/2023 |
| First Republic Securities Company, Llc | San Francisco | CA | 10/2017 | 07/2023 |
| First Republic Investment Management, Inc. | San Francisco | CA | 10/2017 | 07/2023 |
| J.P. Morgan Securities Llc | San Francisco | CA | 07/2023 | 07/2024 |
| Citizens Securities, Inc. | San Francisco | CA | 02/2025 | Present |
| Unemployed | San Francisco | CA | 07/2024 | 01/2025 |
| Citizens Bank | San Francisco | CA | 01/2025 | Present |
Aliomanu Estates Board of Directors - director - condo association - HOA is located in Kauai. Start date: 02/15/2025. Rental Property - own and manage rental property in San Francisco. Start date: 2004.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-11 |
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