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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-21 |
| SC | RA | APPROVED | 2026-01-02 |
| CA | RA | APPROVED | 2025-06-23 |
| CO | RA | APPROVED | 2025-04-16 |
| TX | RA | APPROVED | 2021-08-13 |
| NY | RA | APPROVED | 2021-04-08 |
| AZ | RA | APPROVED | 2020-08-13 |
| FL | RA | APPROVED | 2018-09-24 |
| PA | RA | APPROVED | 2017-03-08 |
Branch Locations
589 Jefferson Road Ms: Nyr136, Rochester, NY 14623 • United States
260 East Main Street, Ste. 100 Ms: Nyr126, Rochester, NY 14604 • United States
One Lincoln Center 110 W Fayette St. Ste 1230, Ms: *Nys100, Syracuse, NY 13202 • United States
450 West Avenue Ms: Nyr219, Rochester, NY 14611 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Rochester | NY | 08/2015 | 07/2018 |
| Citizens Securities, Inc | Rochester | NY | 08/2015 | 07/2018 |
| Citizens Securities, Inc. | Rochester | NY | 07/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-22 |
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