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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-30 |
| RI | RA | APPROVED | 2026-06-29 |
Branch Locations
1 Citizens Bank Way, Johnston, RI 02919 • United States
11 Fearing Road Ms: Ma-626, Hingham, MA 02043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Quincy | MA | 02/2022 | 06/2026 |
| New York Life Insurance / American Income Life | Braintree | MA | 01/2015 | 02/2017 |
| Keybank | Orchard Park | NY | 02/2018 | 01/2022 |
| Bank Of America | West Seneca | NY | 10/2016 | 02/2018 |
| Bank Of America, N.A. | Quincy | MA | 03/2025 | 06/2026 |
| Citizens Securities, Inc. | Hingham | MA | 06/2026 | Present |
I*: 1065266Entity Type: Public Schools Name of OBA: Braintree Public Schools Address: Braintree, MA Investment Related: No Position, Title, Association: Varsity Wrestling Coach Start Date:11/28/2022No Hours: 10 hours a week during after work hours in Dec, Jan, and Feb No Hours during trading:0Duties: Teach kids the sport of wrestling I*2445347, Entity Type: , Name of OBA: Braintree School Committee, Address: Braintree, Massachusetts, 02184, Investment Related: N, Position, Title, Association: School Board, Employee State Date: 06/02/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: This would be an elected position. I would have to win my race first. I would be working to maintain and enrich the Braintree School system. I would not be handling money/finances and this position does not receive compensation. The Kurzberg Irrevocable Income Only Trust Fund- Act as trustee to family's Trust. date of initial involvement 9/27/2021.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-31 |
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