Joshua David Giuliano

Current Employers

Citizens Securities, Inc.

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-11-19
MD	RA	APPROVED	2025-11-19
VT	RA	APPROVED	2025-05-09
CO	RA	APPROVED	2025-01-08
SC	RA	APPROVED	2025-01-02
IA	RA	APPROVED	2024-07-09
DC	RA	APPROVED	2024-02-09
OH	RA	APPROVED	2023-11-14
MI	RA	APPROVED	2023-05-02
WV	RA	APPROVED	2023-02-27
IL	RA	APPROVED	2023-01-06
TX	RA	APPROVED	2023-01-06
VA	RA	APPROVED	2022-11-25
NC	RA	APPROVED	2021-09-30
NH	RA	APPROVED	2021-08-31
NY	RA	APPROVED	2021-04-08
GA	RA	APPROVED	2021-01-11
ME	RA	APPROVED	2020-03-05
FL	RA	APPROVED	2020-02-06
AZ	RA	APPROVED	2017-10-31
PA	RA	APPROVED	2017-10-31
DE	RA	APPROVED	2017-06-26
CT	RA	APPROVED	2015-08-12
NJ	RA	APPROVED	2015-08-12
RI	RA	APPROVED	2009-03-26

CA RA
APPROVED

Since 2025-11-19
MD RA
APPROVED

Since 2025-11-19
VT RA
APPROVED

Since 2025-05-09
CO RA
APPROVED

Since 2025-01-08
SC RA
APPROVED

Since 2025-01-02
IA RA
APPROVED

Since 2024-07-09
DC RA
APPROVED

Since 2024-02-09
OH RA
APPROVED

Since 2023-11-14
MI RA
APPROVED

Since 2023-05-02
WV RA
APPROVED

Since 2023-02-27
IL RA
APPROVED

Since 2023-01-06
TX RA
APPROVED

Since 2023-01-06
VA RA
APPROVED

Since 2022-11-25
NC RA
APPROVED

Since 2021-09-30
NH RA
APPROVED

Since 2021-08-31
NY RA
APPROVED

Since 2021-04-08
GA RA
APPROVED

Since 2021-01-11
ME RA
APPROVED

Since 2020-03-05
FL RA
APPROVED

Since 2020-02-06
AZ RA
APPROVED

Since 2017-10-31
PA RA
APPROVED

Since 2017-10-31
DE RA
APPROVED

Since 2017-06-26
CT RA
APPROVED

Since 2015-08-12
NJ RA
APPROVED

Since 2015-08-12
RI RA
APPROVED

Since 2009-03-26

Branch Locations

400 Royal Palm Way Suite 300, Palm Beach, FL 33480 • United States

1 Citizens Bank Way, Johnston, RI 02919 • 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

Organization	City	State	From	To
Citizens Securities, Inc.	Palm Beach	FL	03/2009	Present

03/2009 → Present

Citizens Securities, Inc.

Palm Beach, FL

Previous Registrations

2005-01-01 → 2009-03-23

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Providence, RI

Providence, RI

Other Businesses

1) Rental home owner - rent property, coordinate maintenance, collect rent and pay bills; 5 hrs/month; as of 06/2017. 2) Beneficiary/POA - contingent beneficiary and contingent durable power of attorney for aunt and uncle. 3) Gansett Properties LLC - setting up company for rental properties. 4) GC Holdings LLC - Member; buy and rehab rental properties. 5-10 hrs/month. Start date: 05/2019. 5) PrepareRI Innovation Challenge - Mentor/Coach students; 8 hours/month; Zero Compensation; Start date: 07/2020. 6)Executor/POA/Co-Trustee for wife's estate. No responsibilities at this time, only if she were to pass or become incapacitated.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-12-29

S66 Uniform Combined State Law Examination

2004-12-29

Designations

Other Names

Joshua D Giuliano
Josh Giuliano

View on SEC IAPD