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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-04 |
| PA | RA | APPROVED | 2025-05-13 |
| VA | RA | APPROVED | 2025-05-13 |
| NJ | RA | APPROVED | 2024-04-23 |
| NY | RA | APPROVED | 2024-04-22 |
Branch Locations
946 Amboy Ave. Nj130, Edison, NJ 08837 • United States
565 Shelton Road Ms: Nj192, Piscataway, NJ 08854 • United States
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
645 Route 18 Nj126, East Brunswick, NJ 08816 • United States
1819 Route 27 Nj279, Edison, NJ 08817 • United States
2449 Plainfield Ave Ms: Nj221, South Plainfield, NJ 07080 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Brooklyn | NY | 06/2016 | 05/2017 |
| Citigroup | Brooklyn | NY | 05/2017 | 04/2024 |
| Citizens Securities, Inc. | South Plainfield | NJ | 04/2024 | Present |
AirBnB - Fanwood, NJ; Investment-related; Nature: Short term rental on a very limited basis at my primary residence. I have a separate walk-in apartment in my property which I would like to use as an AirBnb short term rental 2-3 times a month; Fanwood, NJ; Started: 3/1/2023; Title: owner/host; Duties: AirBnb host at my primary residence; No time is devoted each month during securities trading hours; 6-10 hours are devoted each month outside of securities trading hours. /////
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-08 |
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