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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2021-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Natixis Global Asset Management | Boston | MA | 02/2014 | 03/2020 |
| Securian Financial Services Inc | St Paul | MN | 09/2020 | 04/2021 |
| Minnesota Life Insurance Co | St Paul | MN | 09/2020 | 04/2021 |
| Pioneer Financial Group | Dedham | MA | 09/2020 | 04/2021 |
| Unemployed | Acton | MA | 04/2020 | 08/2020 |
| Raymond James Financial Services Inc | Chelmsford | MA | 05/2021 | 08/2021 |
| Raymond James Financial Services Advisors | Chelmsford | MA | 05/2021 | 08/2021 |
| Citizens Securities, Inc. | Westwood | MA | 12/2021 | Present |
| Unemployed | Acton | MA | 09/2021 | 11/2021 |
Co-owner of two rental properties with husband - properties in Brighton and Boston, MA. Condo management company and realtor handles properties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-08 |
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