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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-24 |
| IN | RA | APPROVED | 2025-03-21 |
| MI | RA | APPROVED | 2025-03-21 |
| NY | RA | APPROVED | 2025-03-21 |
| TX | RA | APPROVED | 2025-03-21 |
| WI | RA | APPROVED | 2025-03-21 |
| FL | RA | APPROVED | 2025-02-03 |
| CA | RA | APPROVED | 2025-01-31 |
| DE | RA | APPROVED | 2025-01-31 |
| KY | RA | APPROVED | 2025-01-31 |
| NJ | RA | APPROVED | 2025-01-31 |
| NC | RA | APPROVED | 2025-01-31 |
| PA | RA | APPROVED | 2025-01-31 |
| SC | RA | APPROVED | 2025-01-31 |
| NH | RA | APPROVED | 2024-10-10 |
Branch Locations
20 Corporate Woods Blvd, Suite 302 Ms: Nyac10, Albany, NY 12211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Camp Sewataro | Sudbury | MA | 06/2013 | 08/2021 |
| Eurofins | Sudbury | MA | 12/2020 | 03/2021 |
| Amazon | Milford | MA | 04/2020 | 06/2020 |
| Roche Brothers | Sudbury | MA | 10/2016 | 12/2016 |
| Fidelity Investments | Merrimack | NH | 10/2021 | 02/2024 |
| University Of Massachusetts Amherst | Amherst | MA | 09/2017 | 05/2021 |
| Lincoln Sudbury Regional High School | Sudbury | MA | 09/2013 | 06/2017 |
| Citizens Securities, Inc. | Belmont | MA | 02/2024 | 04/2026 |
| Citizens Securities, Inc. | Westwood | MA | 04/2026 | Present |
| Citizens Bank | Concord | NH | 04/2026 | Present |
Counselor -Camp Sewataro Date of initial involvement 8/10/2026.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-07 |
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