Best Investors Account Sign in

Joanna D Khan

Citizens Securities, Inc.

Stoughton, MA

Albany, NY

Claim This Profile
Current Employers
Citizens Securities, Inc.

One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-13
NH RA APPROVED 2025-03-13
RI RA APPROVED 2013-04-17
  • FL RA
    APPROVED
    Since 2025-03-13
  • NH RA
    APPROVED
    Since 2025-03-13
  • RI RA
    APPROVED
    Since 2013-04-17

Branch Locations

90 Sharon Street, Stoughton, MA 02072 • United States

20 Corporate Woods Blvd, Suite 302 Ms: Nyac10, Albany, NY 12211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citizens Bank Randolph MA 01/2010 11/2020
Cco Investment Services Corp Randolph MA 01/2010 11/2020
Citizens Securities Inc. Medfield MA 12/2017 01/2021
Citizens Bank Medfield MA 12/2020 01/2021
Citizens Securities, Inc Westwood MA 01/2021 10/2022
Citizens Bank Stoughton MA 01/2021 10/2022
Citizens Securities, Inc Westwood MA 10/2022 Present
Citizens Bank, N/A Stoughton MA 10/2022 Present
  • 01/2010 → 11/2020
    Citizens Bank
    Randolph, MA
  • 01/2010 → 11/2020
    Cco Investment Services Corp
    Randolph, MA
  • 12/2017 → 01/2021
    Citizens Securities Inc.
    Medfield, MA
  • 12/2020 → 01/2021
    Citizens Bank
    Medfield, MA
  • 01/2021 → 10/2022
    Citizens Securities, Inc
    Westwood, MA
  • 01/2021 → 10/2022
    Citizens Bank
    Stoughton, MA
  • 10/2022 → Present
    Citizens Securities, Inc
    Westwood, MA
  • 10/2022 → Present
    Citizens Bank, N/A
    Stoughton, MA
Other Businesses

NOTARY PUBLIC

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-02-25
S63 Uniform Securities Agent State Law Examination 1998-11-02
  • S65 Uniform Investment Adviser Law Examination
    2013-02-25
  • S63 Uniform Securities Agent State Law Examination
    1998-11-02
Other Names
  • Joanna Durpatee Khan
  • Joanna Durpatee Khan

View on SEC IAPD

Other Firms

EXCHANGE PLACE ADVISORS, LLC
STRATEGIC FINANCIAL ALLIANCE, LLC
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
MML INVESTORS SERVICES, LLC
INTEGRATED WEALTH CONCEPTS LLC

Other Investors

ERIC R BELSKY
Jacob Hurley
Daniel Robert Ollquist
JOHN CHRISTOPHER OLLQUIST
MICHAEL ERIC SLY
ROBERT E NADOLNY
BENJAMIN STUDLEY MAGOUN
TY ONILE ROCHELEAU

Other Offices

EXCHANGE PLACE ADVISORS, LLC · Canton, MA
STRATEGIC FINANCIAL ALLIANCE, LLC · CANTON, MA
COMMONWEALTH FINANCIAL NETWORK · Canton, MA
COMMONWEALTH FINANCIAL NETWORK · CANTON, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SHARON, MA
LPL FINANCIAL LLC · SHARON, MA
TRANSAMERICA FINANCIAL ADVISORS, LLC · CANTON, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · STOUGHTON, MA

More in Stoughton, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor