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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-02-16 |
| TX | RA | APPROVED_RES | 2026-02-13 |
| PA | RA | APPROVED | 2026-02-02 |
| FL | RA | APPROVED | 2026-01-16 |
| CA | RA | APPROVED | 2026-01-15 |
| CT | RA | APPROVED | 2026-01-15 |
| NY | RA | APPROVED | 2026-01-15 |
| AZ | RA | APPROVED | 2025-12-17 |
| NJ | RA | APPROVED | 2023-09-28 |
Branch Locations
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
77 Central Avenue Ms: Nj115, Clark, NJ 07066 • United States
276 East Main St Ms: Nj125, Denville, NJ 07834 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Securities Company, Llc | New York | NY | 10/2013 | 09/2023 |
| First Republic Investment Management, Inc. | New York | NY | 12/2015 | 09/2023 |
| Citizens Bank | Trenton | NJ | 09/2023 | 11/2025 |
| Citizens Securities, Inc. | Westwood | MA | 09/2023 | 11/2025 |
| Citizens Securities, Inc. | Denville | NJ | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-07 |
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