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Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-08-10
GA RA APPROVED 2026-08-05
LA RA APPROVED 2026-08-04
PA RA APPROVED 2026-06-10
MI RA APPROVED 2026-05-29
NY RA APPROVED 2026-05-06
NH RA APPROVED 2026-04-16
MN RA APPROVED 2026-03-02
RI RA APPROVED 2026-01-22
FL RA APPROVED 2025-11-03
  • NJ RA
    APPROVED
    Since 2026-08-10
  • GA RA
    APPROVED
    Since 2026-08-05
  • LA RA
    APPROVED
    Since 2026-08-04
  • PA RA
    APPROVED
    Since 2026-06-10
  • MI RA
    APPROVED
    Since 2026-05-29
  • NY RA
    APPROVED
    Since 2026-05-06
  • NH RA
    APPROVED
    Since 2026-04-16
  • MN RA
    APPROVED
    Since 2026-03-02
  • RI RA
    APPROVED
    Since 2026-01-22
  • FL RA
    APPROVED
    Since 2025-11-03

Branch Locations

300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States

560 9Th Street South, Suite 110, Naples, FL 34102 • United States

4090 Nw 97Th Ave Ms: Ny011, Miami, FL 33178 • United States

2222 Ponce De Leon Blvd, Suite 100 Ms: Fl010, Coral Gables, FL 33134 • United States

777 S Flagler Drive Suite #142, West Palm Beach, FL 33401 • United States

1441 Brickell Ave. Suite 100 Fl009, Miami, FL 33131 • United States

301 Arthur Godfrey Road Ms: Fl014, Miami Beach, FL 33140 • 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
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc Oakhurst NJ 08/2014 11/2016
Wells Fargo Clearing Services, Llc Oakhurst NJ 11/2016 10/2025
Citizens Securities, Inc. Naples FL 10/2025 Present
Previous Registrations
  • 2014-08-26 → 2025-11-05
    Oakhurst, NJ
    Oakhurst, NJ
    Keansburg, NJ
    Keyport, NJ
    Ocean, NJ
    Holmdel, NJ
    Holmdel, NJ
    Toms River, NJ
    Naples, FL
    Naples, FL
  • 2011-11-04 → 2014-09-15
    Toms River, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-03
  • S66 Uniform Combined State Law Examination
    2011-11-03

View on SEC IAPD

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