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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
Branch Locations
200 Station Drive, Westwood, MA 02090 • United States
Glen Burnie, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-26 |
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