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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-05-01 |
| FL | RA | APPROVED | 2025-06-30 |
| CA | RA | APPROVED | 2025-03-10 |
| RI | RA | APPROVED | 2023-08-07 |
Branch Locations
1 Citizens Bank Way, Johnston, RI 02919 • United States
1776 Mass Ave Ms: Ma-777, Lexington, MA 02420 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bp Wealth Management, Llc | Boston | MA | 11/2014 | 09/2018 |
| Boston Financial Management Llc | Boston | MA | 09/2018 | 01/2019 |
| Unemployed | North Reading | MA | 01/2019 | 09/2019 |
| Wellesley Asset Management, Inc. | Wellesley | MA | 10/2019 | 03/2023 |
| Foreside Fund Services, Llc | Wellesley | MA | 04/2020 | 03/2023 |
| Citizens Securities, Inc. | Lexington | MA | 03/2023 | Present |
| Citizens Private Wealth | Lexington | MA | 03/2023 | Present |
Massachusetts Youth Soccer Association Inc.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-07-07 |
| S66 | Uniform Combined State Law Examination | 2008-05-16 |
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