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Citizens Securities, Inc. CRD 39550
$12.9B regulatory AUM 60,545 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2025-12-01 |
| MD | RA | APPROVED | 2025-11-18 |
| VT | RA | APPROVED | 2025-05-14 |
| MO | RA | APPROVED | 2024-10-08 |
| DE | RA | APPROVED | 2024-08-19 |
| TX | RA | APPROVED_RES | 2024-01-31 |
| SC | RA | APPROVED | 2023-10-03 |
| CA | RA | APPROVED | 2023-09-08 |
| IL | RA | APPROVED | 2023-05-18 |
| IN | RA | APPROVED | 2023-05-03 |
| MI | RA | APPROVED | 2023-04-28 |
| NJ | RA | APPROVED | 2023-04-26 |
| ME | RA | APPROVED | 2023-03-22 |
| GA | RA | APPROVED | 2021-12-02 |
| PA | RA | APPROVED | 2021-10-21 |
| NY | RA | APPROVED | 2021-04-08 |
| UT | RA | APPROVED | 2021-03-10 |
| LA | RA | APPROVED | 2020-01-03 |
| VA | RA | APPROVED | 2019-10-24 |
| NC | RA | APPROVED | 2019-03-18 |
| KY | RA | APPROVED | 2017-12-18 |
| NH | RA | APPROVED | 2017-11-13 |
| CT | RA | APPROVED | 2017-09-13 |
| OH | RA | APPROVED | 2017-06-06 |
| FL | RA | APPROVED | 2015-09-29 |
| RI | RA | APPROVED | 2014-09-23 |
Branch Locations
1495 Hartford Ave., Johnston, RI 02919 • 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 |
|---|---|---|---|---|
| Citizens Securities, Inc. | Johnston | RI | 09/2014 | Present |
Lincoln Little League Baseball - Volunteer Coach
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-17 |
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