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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| NH | RA | APPROVED | 2019-05-09 |
Branch Locations
1188 Centre Street Ms: Ma644, Newton, MA 02459 • 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 |
|---|---|---|---|---|
| Citizens Bank | Belmont | MA | 10/2015 | 05/2018 |
| Citizens Securities, Inc | Belmont | MA | 10/2015 | 05/2018 |
| Citizens Securities Inc. | Belmont | MA | 05/2018 | 11/2020 |
| Citizens Bank | Belmont | MA | 05/2018 | 11/2020 |
| Citizens Bank | Winchester | MA | 11/2020 | 10/2022 |
| Citizenss Securities, Inc | Westwood | MA | 11/2020 | 10/2022 |
| Citizens Securities, Inc | Westwood | MA | 10/2022 | 12/2022 |
| Citizens Bank, N/A | Winchester | MA | 10/2022 | 12/2022 |
| Citizens Securities, Inc | Westwood | MA | 01/2023 | Present |
| Citizens Bank, N/A | Newton Center | MA | 01/2023 | Present |
Notary Public
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-24 |
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