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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-04-23 |
| PA | RA | APPROVED | 2026-04-22 |
| IL | RA | APPROVED | 2026-04-21 |
| MI | RA | APPROVED | 2026-04-21 |
| NC | RA | APPROVED | 2026-04-21 |
| WI | RA | APPROVED | 2026-04-21 |
| CA | RA | APPROVED | 2026-04-20 |
| GA | RA | APPROVED | 2026-04-20 |
| IN | RA | APPROVED | 2026-04-20 |
| VT | RA | APPROVED | 2026-04-20 |
| ME | RA | APPROVED | 2026-04-17 |
| NJ | RA | APPROVED | 2026-04-17 |
| OH | RA | APPROVED | 2026-04-17 |
| SD | RA | APPROVED | 2026-04-17 |
| TX | RA | APPROVED | 2026-04-17 |
| CO | RA | APPROVED | 2025-08-21 |
| SC | RA | APPROVED | 2025-06-24 |
| CT | RA | APPROVED | 2025-06-20 |
| FL | RA | APPROVED | 2025-06-19 |
| NH | RA | APPROVED | 2025-06-18 |
| NY | RA | APPROVED | 2025-06-18 |
| RI | RA | APPROVED | 2025-03-25 |
Branch Locations
1880 Mineral Springs Avenue Mailstop: Ri-065, N. Providence, RI 02904 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Whole Foods Market | Bedford | MA | 07/2015 | 06/2017 |
| Dicks Sporting Goods | Nashua | NH | 12/2020 | 01/2021 |
| Fidelity Investments | Marrimack | NH | 06/2021 | 04/2023 |
| Bryant University | Smithfield | RI | 09/2017 | 05/2021 |
| Unemployed | Lowell | MA | 04/2023 | 01/2024 |
| Edward Jones | St Louis | MO | 02/2024 | 11/2024 |
| Keenan Financial | Boston | MA | 11/2024 | 12/2024 |
| Citizens Securities, Inc. | North Providence | RI | 03/2025 | Present |
| Unemployed | Lowell | MA | 01/2025 | 02/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-10 |
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