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Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2026-05-05
FL RA APPROVED 2025-07-24
NY RA APPROVED 2025-07-23
NJ RA APPROVED 2024-03-13
  • NV RA
    APPROVED
    Since 2026-05-05
  • FL RA
    APPROVED
    Since 2025-07-24
  • NY RA
    APPROVED
    Since 2025-07-23
  • NJ RA
    APPROVED
    Since 2024-03-13

Branch Locations

343 Matawan Road Nj190, Matawan, NJ 07747 • United States

10 Rt. 9 North Nj177, Morganville, NJ 07751 • United States

360 Highway 34 S Nj119, Colts Neck, NJ 07722 • United States

300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States

20 White Street Nj196, Red Bank, NJ 07701 • 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
Jp Morgan Securities Llc Santa Barbara CA 07/2015 09/2017
Jp Morgan Chase Bank Santa Barbara CA 07/2015 09/2017
Nylife Securities, Llc. New York NY 10/2017 06/2018
New York Life Insurance Co. New York NY 09/2017 06/2018
Unemployed Brooklyn NY 07/2017 09/2017
National University San Diego CA 06/2015 07/2017
Citigroup New York NY 06/2018 02/2024
Citizens Securities, Inc New Jersey NJ 02/2024 01/2025
Citizens Bank, N/A Brick NJ 02/2024 01/2025
Citizens Securities, Inc. Morganville NJ 01/2025 Present
  • 07/2015 → 09/2017
    Jp Morgan Securities Llc
    Santa Barbara, CA
  • 07/2015 → 09/2017
    Jp Morgan Chase Bank
    Santa Barbara, CA
  • 10/2017 → 06/2018
    Nylife Securities, Llc.
    New York, NY
  • 09/2017 → 06/2018
    New York Life Insurance Co.
    New York, NY
  • 07/2017 → 09/2017
    Unemployed
    Brooklyn, NY
  • 06/2015 → 07/2017
    National University
    San Diego, CA
  • 06/2018 → 02/2024
    Citigroup
    New York, NY
  • 02/2024 → 01/2025
    New Jersey, NJ
  • 02/2024 → 01/2025
    Citizens Bank, N/A
    Brick, NJ
  • 01/2025 → Present
    Morganville, NJ
Previous Registrations
  • 2020-09-29 → 2024-03-06
    New York, NY
    New York, NY
    New York, NY
    Port Jefferson, NY
    New York, NY
    New York, NY
    New York, NY
    New York, NY
    Stamford, CT
    New York, NY
    New York, NY
    New York, NY
    Fort Lee, NJ
    New York, NY
    Fort Lee, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-28
S63 Uniform Securities Agent State Law Examination 2015-12-09
  • S66 Uniform Combined State Law Examination
    2020-09-28
  • S63 Uniform Securities Agent State Law Examination
    2015-12-09
Other Names
  • Ivan Joshua Rodriguez
  • Ivan Rodriguez
  • Ivan J Rodriguez

View on SEC IAPD

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