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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-08-10 |
| PA | RA | APPROVED | 2026-03-02 |
| NY | RA | APPROVED | 2025-07-21 |
| CT | RA | APPROVED | 2025-07-01 |
| NJ | RA | APPROVED | 2025-07-01 |
Branch Locations
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
151 Pierce St Nj219, Somerset, NJ 08873 • United States
441 Springfield Ave Ms: Nj104, Berkeley Heights, NJ 07922 • United States
1500 Finnegans Ln Nj188, North Brunswick, NJ 08902 • United States
425 Route 70 Nj152, Lakewood, NJ 08701 • United States
605 Madison Ave Nj151, Lakewood, NJ 08701 • United States
55 Old Highway 22 Nj117, Clinton, NJ 08809 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Trumbull | CT | 07/2016 | 06/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Trumbull | CT | 07/2016 | 06/2025 |
| Citizens Securities Inc., | North Brunswick | NJ | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-26 |
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