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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-10-24 |
Branch Locations
200 Station Drive, Westwood, MA 02090 • United States
1301 Avenue Of The Americas, 2Nd Floor, New York, NY 10019 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Tiaa | Washington | DC | 06/2021 | 08/2022 |
| Tiaa-Cref Individual & Institutional Services, Llc | Washington | DC | 06/2021 | 08/2022 |
| Virginia Tech | Blacksburg | VA | 08/2017 | 05/2021 |
| Tiaa | Charlotte | NC | 06/2020 | 08/2020 |
| Kingwood Middle School | Frenchtown | NJ | 06/2018 | 06/2020 |
| Oak Hill Golf Course | Milford | NJ | 08/2015 | 08/2018 |
| Delaware Valley Regional High School | Frenchtown | NJ | 09/2013 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alexandria | VA | 10/2022 | 05/2024 |
| Bank Of America N.A. | Alexandria | VA | 12/2022 | 05/2024 |
| Citizens Bank | New York | NY | 10/2024 | Present |
| Citizens Securities, Inc. | New York | NY | 10/2024 | Present |
| Unemployed | New York | NY | 06/2024 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-27 |
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