Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-02-01 |
| ME | RA | APPROVED | 2022-02-01 |
| NH | RA | APPROVED | 2016-11-10 |
Branch Locations
9 Freetown Rd Ms: Nh449, Raymond, NH 03077 • United States
299 Chelmsford Street Ms: Ma225, Chelmsford, MA 01824 • United States
1 Citizens Bank Way, Johnston, RI 02919 • United States
2 disclosure categories 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 | Medford | MA | 10/2015 | 02/2017 |
| Citizens Securities, Inc. | Woburn | MA | 02/2016 | 02/2017 |
| Citizens Securities, Inc. | Raymond | NH | 02/2017 | Present |
Multi Family Property- Owner Sole Prop Responsibilities: Maintenance Monthly Compensation: $800 Date of Initial Involvement: 11/01/2024 Approx amount of time/month: 2 hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-05 |
Reach out to this advisor