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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-19 |
| TX | RA | APPROVED | 2024-04-19 |
Branch Locations
11755 Wilshire Blvd, Los Angeles, CA 90025 • United States
One Lincoln Center 110 W Fayette St. Ste 1230, Ms: *Nys100, Syracuse, NY 13202 • United States
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-19 |
Branch Locations
11755 Wilshire Blvd, Los Angeles, CA 90025 • United States
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Securities Company, Llc | San Francisco | CA | 02/2013 | 02/2018 |
| First Republic Securities Company, Llc | Los Angeles | CA | 02/2021 | 07/2023 |
| First Republic Securities Company, Llc | San Francisco | CA | 02/2018 | 02/2021 |
| Jp Morgan Chase Bank, N.A. | Los Angeles | CA | 07/2023 | 04/2024 |
| Citizens Securities, Inc. | Los Angeles | CA | 04/2024 | Present |
| Citizens Private Wealth | Los Angeles | CA | 04/2024 | Present |
| Citizens Bank | Los Angeles | CA | 04/2024 | Present |
Name: Client's Trust Account Investment-Related: No Position/ Title: Successor Trustee Duties: Mr. Curto is named as a Successor Trustee for a client account.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-04 |
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