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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-28 |
| NY | RA | APPROVED | 2025-10-08 |
| RI | RA | APPROVED | 2025-08-14 |
Branch Locations
700 Middle Street, East Weymouth, MA 02188 • United States
250 Rockland Street, Hanover, MA 02339 • United States
310 Grove Street, Braintree, MA 02184 • United States
1 Citizens Bank Way, Johnston, RI 02919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock | Boston | MA | 08/2010 | 07/2019 |
| John Hancock Funds, Llc | Boston | MA | 07/2011 | 07/2019 |
| John Hancock Distributors Llc | Boston | MA | 02/2012 | 07/2019 |
| John Hancock Advisers, Llc | Boston | MA | 11/2018 | 07/2019 |
| Lincoln Investment | Fort Washington | PA | 08/2020 | 07/2025 |
| Capital Analysts | Fort Washington | PA | 08/2020 | 07/2025 |
| Unemployed | Boston | MA | 07/2019 | 08/2020 |
| Citizens Securities, Inc. | Hanover | MA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-18 |
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