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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-03-13 |
| RI | RA | APPROVED | 2024-03-28 |
Branch Locations
720 South Main Street, Sharon, MA 02067 • United States
20 Corporate Woods Blvd, Suite 302 Ms: Nyac10, Albany, NY 12211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Waltham | MA | 05/2010 | 10/2020 |
| Citizens Securities, Inc | Waltham | MA | 08/2015 | 10/2020 |
| Citizens Securities, Inc | Sharon | MA | 10/2022 | 03/2023 |
| Citizens Securities, Inc | Westwood | MA | 10/2020 | 07/2021 |
| Citizens Bank, N/A | Waltham | MA | 10/2020 | 07/2021 |
| Citizens Securities, Inc | Westwood | MA | 07/2021 | 10/2022 |
| Citizens Bank, N/A | Waltham | MA | 07/2021 | 10/2022 |
| Citizens Bank, N/A | Sharon | MA | 03/2024 | 07/2024 |
| Unemployed | Sharon | MA | 03/2023 | 03/2024 |
| Citizens Bank | Sharon | MA | 10/2022 | 03/2023 |
| Citizens Securities, Inc. | Sharon | MA | 03/2024 | Present |
| Citizens Bank | Sharon | MA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-15 |
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