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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2023-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Johnston | RI | 06/2012 | 09/2019 |
| Citizens Bank | Barrington | RI | 03/2010 | 05/2022 |
| Citizens Securities, Inc | Barrington | RI | 09/2020 | 12/2021 |
| Jpmorgan Chase Bank (Ky) | Bristol | RI | 02/2023 | Present |
| J.P. Morgan Securities Llc | Bristol | RI | 02/2023 | Present |
| Unemployed | Fall River | MA | 06/2022 | 01/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-06 |
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