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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-10 |
| NH | RA | APPROVED | 2026-06-01 |
| MI | RA | APPROVED | 2026-05-29 |
| RI | RA | APPROVED | 2026-05-29 |
| MN | RA | APPROVED | 2026-05-28 |
| NJ | RA | APPROVED | 2026-05-28 |
| NY | RA | APPROVED | 2026-05-28 |
| FL | RA | APPROVED | 2026-03-06 |
Branch Locations
560 9Th Street South, Suite 110, Naples, FL 34102 • United States
20 Corporate Woods Blvd, Suite 302 Ms: Nyac10, Albany, NY 12211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Securities | Naples | FL | 01/2017 | 08/2021 |
| Fifth Third Bank | Naples | FL | 10/2016 | 08/2021 |
| Unemployed | New York | NY | 04/2016 | 10/2016 |
| Wells Fargo Bank, Na | Naples | FL | 08/2021 | 03/2026 |
| Wells Fargo Clearing Services, Llc | Naples | FL | 08/2021 | 03/2026 |
| Citizens Securities, Inc. | Westwood | MA | 03/2026 | Present |
| Citizens Bank | Naples | FL | 03/2026 | Present |
1. Naples Cactus LLC- Owner/Managing Member/Inactive Naples Cactus LLC DBA Naples Cactus Decor Interior plant decor Date of Initial Involvement: 09/01/2022 2. Name of OBA: State of Florida Notary Public Position: Notary Public - State of Florida Responsibilities of Position: Notarizing documents Exp Dec 26, 2028 Monthly Compensation / Net Profit: 0 Date of Initial Involvement: 12/27/2016 Approximate Amount of Time Devoted on a Monthly Basis: 1-2 Hours Monthly
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-11 |
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