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520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-10-15 |
Branch Locations
772 Boylston Street, Boston, MA 02199 • United States
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2024-02-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Securities Company Llc | San Francisco | CA | 12/2015 | 09/2023 |
| First Republic Investment Management, Inc. | San Francisco | CA | 12/2015 | 09/2023 |
| J.P. Morgan Securities Llc | Boston | MA | 09/2023 | 02/2024 |
| Citizens Bank | Boston | MA | 02/2024 | Present |
| Citizens Securities, Inc. | Boston | MA | 02/2024 | Present |
| Citizens Private Wealth | Boston | MA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-12 |
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