Best Investors
Account
Sign in
Best Investors
Account
Sign in
Citizens Securities, Inc. CRD 39550
$12.9B regulatory AUM 60,545 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-02-26 |
Branch Locations
1 Citizens Bank Way, Johnston, RI 02919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Securities Company, Llc | Vancouver | WA | 04/2014 | 09/2023 |
| J.P. Morgan Securities Llc | San Francisco | CA | 09/2023 | 10/2024 |
| Citizens Securities, Inc. | Vancouver | WA | 02/2025 | Present |
| Unemployed | Vancouver | WA | 10/2024 | 02/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-11 |
Reach out to this advisor