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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-13 |
| OH | RA | APPROVED | 2025-03-12 |
| PA | RA | APPROVED | 2021-03-26 |
Branch Locations
40 South Main Street Ms: 15B-0061, Washington, PA 15301 • United States
777 S Flagler Drive Suite #142, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 05/2012 | 06/2020 |
| Citizens Securities, Inc | Westwood | MA | 03/2021 | 08/2021 |
| Citizens Bank, N.A. | Pittsburgh | PA | 03/2021 | 08/2021 |
| Unemployed | Moyock | NC | 06/2020 | 03/2021 |
| Citizens Securities, Inc | Westwood | MA | 08/2021 | 10/2022 |
| Citizens Bank, N.A | Pittsburgh | PA | 08/2021 | 10/2022 |
| Citizens Securities, Inc | Westwood | MA | 10/2022 | Present |
| Citizens Bank, N/A | Monessen | PA | 10/2022 | 06/2023 |
| Citizens Bank, Inc | Washington | PA | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-07 |
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