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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2024-08-07 |
| NJ | RA | APPROVED | 2024-05-23 |
| CO | RA | APPROVED | 2024-05-08 |
| FL | RA | APPROVED | 2024-04-15 |
| NY | RA | APPROVED | 2024-04-12 |
| IL | RA | APPROVED | 2024-02-29 |
| VA | RA | APPROVED | 2024-01-30 |
Branch Locations
580 Washington Street Ms: Ma799, Boston, MA 02111 • United States
1355 Washington Street Ms: Ma684, Boston, MA 02118 • United States
338 Congress Street Ms: Ma321, Boston, MA 02210 • United States
540 Squire Road Ms: Ma-161, Revere, MA 02149 • United States
469 West Broadway Ms: Ma668, South Boston, MA 02127 • United States
26 Central Square Ms: Ma-056, East Boston, MA 02128 • United States
40 Furlong Way Ms: Ma-206, Revere, MA 02151 • United States
40 Summer Street Ms: Ma675, Boston, MA 02110 • United States
287 Hanover Street Ms: Ma631, Boston, MA 02113 • 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 |
|---|---|---|---|---|
| United Federal Credit Union | Reno | NV | 10/2015 | 08/2017 |
| Cuso Financial Services, Lp | San Diego | CA | 10/2015 | 08/2017 |
| Cuna Brokerage Services, Inc | Waverly | IA | 08/2017 | 09/2017 |
| Cuna Mutual Group | Waverly | IA | 08/2017 | 09/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Reno | NV | 11/2017 | 04/2018 |
| Bank Of America, N.A. | Reno | NV | 11/2017 | 04/2018 |
| Citizens Bank | Chestnut Hill | MA | 04/2018 | 04/2020 |
| E*Trade Securities, Llc | Boston | MA | 04/2020 | 10/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 11/2022 | 08/2023 |
| Southern New Hampshire University | Manchester | NH | 10/2019 | 11/2022 |
| Bank Of America, N.A. | Boston | MA | 02/2023 | 08/2023 |
| Citizens Securities, Inc. | Boston | MA | 08/2023 | Present |
Name of OBA: Meta Position: Cat Owner Type of Entity: Sole Proprietorship Responsibilities of Position: I create cat content Monthly Compensation / Net Profit: $20-$40 per month - paid based on views Date of initial Involvement: 08/01/2022 Approximate Amount of Time Devoted on a Monthly Basis: 1-2 hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-19 |
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