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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2020-01-03 |
Branch Locations
1420 Massachusetts Avenue Ms: Ma763, Arlington, MA 02476 • United States
20 Corporate Woods Blvd, Suite 302 Ms: Nyac10, Albany, NY 12211 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Worcester | MA | 03/2015 | 07/2018 |
| Citizens Securities Inc | Acton | MA | 02/2016 | 07/2018 |
| Citizens Bank | Acton | MA | 07/2018 | 07/2021 |
| Citizens Securities Inc. | Acton | MA | 07/2018 | 07/2021 |
| Citizens Securities, Inc | Westwood | MA | 07/2021 | 10/2022 |
| Citizens Securities, Inc | Westwood | MA | 10/2022 | Present |
| Citizens Bank, N/A | Acton | MA | 07/2021 | 10/2022 |
| Citizens Bank, N/A | Acton | MA | 10/2022 | 04/2023 |
| Citizens Bank, N/A | Arlington | MA | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-17 |
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