Best Investors
Account
Sign in
One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-18 |
Branch Locations
6 Russell Street Ms: Ma606, Woburn, MA 01801 • United States
520 White Plains Rd 3Rd Floor, Tarrytown, NY 10591 • United States
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-14 |
| TX | RA | APPROVED | 2021-05-14 |
Branch Locations
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Private Wealth | Tarrytown | NY | 08/2005 | Present |
| Citizens Securities, Inc., | Tarrytown | NY | 03/2025 | Present |
| Citizens Bank | Tarrytown | NY | 03/2025 | Present |
Greater Mental Health of NY - Board Member - Serve on various committees' on the board of directors and chair the Audit Committee - start date June 2024;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-14 |
Reach out to this advisor