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520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-24 |
Branch Locations
58 S. Service Road, Melville, NY 11747 • United States
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-05-22 |
Branch Locations
101 California Street, San Francisco, CA 94111 • United States
58 S. Service Road, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Long Island City | NY | 05/2007 | 05/2019 |
| Citizens Securities, Inc | Canton | MA | 02/2020 | 01/2023 |
| Cramer And Associates | Boulder | CO | 09/2019 | 02/2020 |
| Citizens Bank | New York | NY | 02/2020 | 01/2023 |
| Unemployment | Melville | NY | 05/2019 | 09/2019 |
| Citizens Bank | Melville | NY | 01/2023 | 01/2026 |
| Citizens Securities, Inc. | Westwood | MA | 01/2023 | 01/2026 |
| Citizens Securities, Inc. | Melville | NY | 01/2026 | Present |
| Citizens Bank | Melville | NY | 01/2026 | Present |
| Citizens Private Wealth | Melville | NY | 01/2026 | Present |
Board Member - Moxxie Mentoring Foundation, Type of Entity: Non Profit Responsibilities of Position: Assist in Strategic Planning & Implementation - No access to funds Monthly Compensation/Net Profit: $0 Date of Initial Involvement: 9/19/2024 Approximate Amount of Time Devoted on a Monthly Basis: 2-4 Hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-01 |
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