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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-22 |
| CT | RA | APPROVED | 2022-04-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Malden | MA | 12/2012 | 07/2018 |
| Citizens Securities Inc | Malden | MA | 12/2012 | 07/2018 |
| Citizens Securities Inc. | Malden | MA | 07/2018 | 07/2021 |
| Citizens Bank | Malden | MA | 07/2018 | 07/2021 |
| Citizens Securities, Inc | Westwood | MA | 07/2021 | 02/2022 |
| Citizens Bank, N.A | Medford | MA | 07/2021 | 02/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newton | MA | 03/2022 | Present |
NOTARY, NOTARIZE BANK DOCUMENTS. I*1517327 For profit or not for profit: Entity For Profit Name of outside business organization: Michaels Store Investment related: N Address of business: Stoneham, Massachusetts, 02180, United States Nature of business: ["Cooperative"] Position, title, association: ["Employee"], Start date of relationship: 10/7/2023 Number of hours devoted: 8 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , Customer service and cashier
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-17 |
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