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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-16 |
| CA | RA | APPROVED | 2025-04-17 |
| NH | RA | APPROVED | 2025-03-13 |
| RI | RA | APPROVED | 2021-09-03 |
Branch Locations
270 Great Road Ms: Ma-302, Acton, MA 01720 • United States
20 Corporate Woods Blvd, Suite 302 Ms: Nyac10, Albany, NY 12211 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Acton | MA | 12/2003 | 07/2019 |
| Cco Investment Services | Groton | MA | 12/2013 | 07/2019 |
| Citizens Bank | Groton | MA | 07/2019 | 11/2020 |
| Citizens Securities Inc. | Groton | MA | 07/2019 | 11/2020 |
| Citizens Securities | Westwood | MA | 11/2020 | 07/2021 |
| Citizens Bank | Nashua | NH | 11/2020 | 07/2021 |
| Citizens Securities, Inc | Westwood | MA | 07/2021 | 10/2022 |
| Citizens Bank, N.A | Nashua | NH | 07/2021 | 10/2022 |
| Citizens Bank, N.A | Stow | MA | 10/2022 | 05/2023 |
| Citizens Securities, Inc | Westwood | MA | 10/2022 | Present |
| Citizens Bank, N/A | Acton | MA | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-03 |
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