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Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-09-29
NY RA APPROVED 2025-04-07
TX RA APPROVED 2025-02-18
  • NJ RA
    APPROVED
    Since 2025-09-29
  • NY RA
    APPROVED
    Since 2025-04-07
  • TX RA
    APPROVED
    Since 2025-02-18

Branch Locations

272 Brighton Beach Ave Ny392, Brooklyn, NY 11235 • United States

252 Bedford Ave Ms: Ny366, Brooklyn, NY 11211 • United States

9201 Third Ave Ms: Ny365, Brooklyn, NY 11209 • United States

1545 Flatbush Avenue Ms: Ny302, Brooklyn, NY 11210 • United States

1330 Pennsylvania Ave Ms: Ny303, Brooklyn, NY 11239 • United States

174 Montague Street Ms: Ny364, Brooklyn, NY 11201 • United States

2560 Ocean Ave 314 7Th Ave Ny473, Brooklyn, NY 11215 • United States

2145 Ralph Avenue Ms: Ny301, Brooklyn, NY 11234 • United States

300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • 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
Platinum Wealth Solutions Of Texas San Antonio TX 01/2021 09/2021
Intech San Antonio TX 04/2020 12/2020
Pf Changs Corpus Christi TX 11/2019 01/2020
State Farm Corpus Christi TX 06/2019 11/2019
Ibc Bank San Antonio TX 03/2017 08/2018
Top Golf San Antonio TX 08/2015 03/2017
Full Time Student San Antonio TX 08/2018 06/2019
Royal Alliance San Antonio TX 01/2021 09/2021
Citigroup San Antonio TX 10/2021 02/2025
Citizens Securities, Inc. Brooklyn NY 02/2025 Present
  • 01/2021 → 09/2021
    Platinum Wealth Solutions Of Texas
    San Antonio, TX
  • 04/2020 → 12/2020
    Intech
    San Antonio, TX
  • 11/2019 → 01/2020
    Pf Changs
    Corpus Christi, TX
  • 06/2019 → 11/2019
    State Farm
    Corpus Christi, TX
  • 03/2017 → 08/2018
    Ibc Bank
    San Antonio, TX
  • 08/2015 → 03/2017
    Top Golf
    San Antonio, TX
  • 08/2018 → 06/2019
    Full Time Student
    San Antonio, TX
  • 01/2021 → 09/2021
    Royal Alliance
    San Antonio, TX
  • 10/2021 → 02/2025
    Citigroup
    San Antonio, TX
  • 02/2025 → Present
    Brooklyn, NY
Previous Registrations
Other Businesses

Name of OBA: Conerstone Creations of Texas LLC Position: Owner/Manager Type of Entity: LLC Responsibility of Position: Managing Website for Christmas Light Installation Business Monthly Compensation / Net Profit: $200 Date of Initial Involvement: 10/06/2025 Approximate Amount of Time Devoted on a Monthly Basis: 20 hours (5 Hours / Week)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-26
  • S66 Uniform Combined State Law Examination
    2021-10-26
Other Names
  • Terrance Lee White

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