Best Investors Account Sign in
Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-07-22
  • NY RA
    APPROVED
    Since 2024-07-22

Branch Locations

3494 Delaware Avenue Ms: Nyr147, Tonawanda, NY 14217 • United States

One Lincoln Center 110 W Fayette St. Ste 1230, Ms: *Nys100, Syracuse, NY 13202 • United States

2797 Niagara Falls Blvd Ms: Nyr156, Amherst, NY 14228 • United States

3180 Sheridan Drive Ms: Nyr153, Amherst, NY 14226 • United States

1722 Walden Avenue Ms: Nyr162, Cheektowaga, NY 14225 • 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
Metlife Premier Client Group Williamsville NY 02/2016 03/2017
Massachusetts Mutual Life Insurance Company Amherst NY 07/2016 07/2024
Mml Investors Services, Llc Amherst NY 03/2017 07/2024
Citizens Securities, Inc. Amherst NY 07/2024 Present
  • 02/2016 → 03/2017
    Metlife Premier Client Group
    Williamsville, NY
  • 07/2016 → 07/2024
    Massachusetts Mutual Life Insurance Company
    Amherst, NY
  • 03/2017 → 07/2024
    Amherst, NY
  • 07/2024 → Present
    Amherst, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-16
S63 Uniform Securities Agent State Law Examination 2016-03-04
  • S65 Uniform Investment Adviser Law Examination
    2024-08-16
  • S63 Uniform Securities Agent State Law Examination
    2016-03-04

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Tonawanda, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor