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Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-01-19
NJ RA APPROVED 2022-01-19
OH RA APPROVED 2022-01-19
CT RA APPROVED 2022-01-18
DE RA APPROVED 2022-01-18
MI RA APPROVED 2022-01-18
NH RA APPROVED 2022-01-18
NY RA APPROVED 2022-01-18
PA RA APPROVED 2022-01-18
RI RA APPROVED 2022-01-18
VT RA APPROVED 2022-01-18
  • FL RA
    APPROVED
    Since 2022-01-19
  • NJ RA
    APPROVED
    Since 2022-01-19
  • OH RA
    APPROVED
    Since 2022-01-19
  • CT RA
    APPROVED
    Since 2022-01-18
  • DE RA
    APPROVED
    Since 2022-01-18
  • MI RA
    APPROVED
    Since 2022-01-18
  • NH RA
    APPROVED
    Since 2022-01-18
  • NY RA
    APPROVED
    Since 2022-01-18
  • PA RA
    APPROVED
    Since 2022-01-18
  • RI RA
    APPROVED
    Since 2022-01-18
  • VT RA
    APPROVED
    Since 2022-01-18

Branch Locations

200 Station Drive, Westwood, MA 02090 • United States

Glen Burnie, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Usaa Financial Advisors Inc San Antonio TX 10/2015 06/2020
Usaa Financial Planning Services San Antonio TX 10/2015 06/2020
Usaa Investment Management Company San Antonio TX 01/2018 06/2020
Royal Alliance Associates, Inc. Tysons Corner VA 11/2020 09/2021
Seia Llc Tyson's Corner VA 11/2020 09/2021
Unemployed Millersville MD 07/2020 11/2020
Unemployed Millersville MD 10/2021 12/2021
Citizens Securities, Inc. Westwood MA 01/2022 Present
  • 10/2015 → 06/2020
    Usaa Financial Advisors Inc
    San Antonio, TX
  • 10/2015 → 06/2020
    Usaa Financial Planning Services
    San Antonio, TX
  • 01/2018 → 06/2020
    Usaa Investment Management Company
    San Antonio, TX
  • 11/2020 → 09/2021
    Royal Alliance Associates, Inc.
    Tysons Corner, VA
  • 11/2020 → 09/2021
    Seia Llc
    Tyson's Corner, VA
  • 07/2020 → 11/2020
    Unemployed
    Millersville, MD
  • 10/2021 → 12/2021
    Unemployed
    Millersville, MD
  • 01/2022 → Present
    Westwood, MA
Previous Registrations
  • 2020-11-18 → 2022-02-16
    Los Angeles, CA
    Tyson's Corner, VA
  • 2018-01-08 → 2020-06-12
    Millersville, MD
    San Antonio, TX
  • 2015-10-20 → 2018-01-08
    Usaa Financial Planning Services
    Vienna, VA
    Annapolis, MD
  • 2014-09-25 → 2015-09-24
    Annapolis, MD
  • 2012-05-17 → 2014-09-10
    Truist Investment Services, Inc.
    Richmond, VA
    Baltimore, MD
  • 2010-08-16 → 2012-05-04
    M&T Securities, Inc.
    Baltimore, MD
    Baltimore, MD
    Baltimore, MD
    Baltimore, MD
    Towson, MD
    Baltimore, MD
    Edgewood, MD
    Abington, MD
    Bel Air, MD
    Havre De Grace, MD
    Rising Sun, MD
    Elkton, MD
    Aberdeen, MD
    Bel Air, MD
    Bel Air, MD
    Bel Air, MD
    Baltimore, MD
    Baltimore, MD
    Baltimore, MD
    Baltimore, MD
    Nottingham, MD
    Nottingham, MD
    Nottingham, MD
    Baltimore, MD
  • 2008-10-08 → 2009-11-04
    Charlotte, NC
    Baltimore, MD
    Columbia, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-29
S63 Uniform Securities Agent State Law Examination 2008-09-26
  • S66 Uniform Combined State Law Examination
    2014-10-29
  • S63 Uniform Securities Agent State Law Examination
    2008-09-26
Designations
Other Names
  • Martha Jean Murphy
  • Martha Jean Murphy Lord
  • Martha M Lord
  • Martha Murphy Lord
  • Martha Murphy Lorde

View on SEC IAPD

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