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Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-12-18
  • RI RA
    APPROVED
    Since 2025-12-18

Branch Locations

20 Corporate Woods Blvd, Suite 302 Ms: Nyac10, Albany, NY 12211 • United States

21 Fairhaven Commons Way, Fairhaven, MA 02719 • 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
John Hancock Boston MA 04/2008 07/2025
John Hancock Distributors Llc Boston MA 04/2008 07/2025
John Hancock Funds, Llc Boston MA 01/2013 07/2025
John Hancock Advisers, Llc Boston MA 11/2018 07/2025
Citizens Securities, Inc Westwood MA 07/2025 Present
Citizens Bank Fairhaven MA 07/2025 Present
  • 04/2008 → 07/2025
    John Hancock
    Boston, MA
  • 04/2008 → 07/2025
    John Hancock Distributors Llc
    Boston, MA
  • 01/2013 → 07/2025
    John Hancock Funds, Llc
    Boston, MA
  • 11/2018 → 07/2025
    John Hancock Advisers, Llc
    Boston, MA
  • 07/2025 → Present
    Westwood, MA
  • 07/2025 → Present
    Citizens Bank
    Fairhaven, MA
Previous Registrations
Other Businesses

Plymouth Recreation- Volunteer Coach Responsibilities: Flag Football/Soccer Coach for children Date of Initial Involvement: 09/2021 Approx. amount of time/month: 5 hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-01-03
S63 Uniform Securities Agent State Law Examination 2004-06-03
  • S66 Uniform Combined State Law Examination
    2018-01-03
  • S63 Uniform Securities Agent State Law Examination
    2004-06-03

View on SEC IAPD

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