Owen Patrick Lovely

Employer firm

Citizens Securities, Inc. CRD 39550

$12.9B regulatory AUM 60,545 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
PARTICIPATE IN WRAP FEE PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers

Citizens Securities, Inc.

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

Current Registrations

Authority	Category	Status	Date
NV	RA	APPROVED	2026-02-06
ND	RA	APPROVED	2025-12-15
GA	RA	APPROVED	2025-12-11
AZ	RA	APPROVED	2025-12-10
FL	RA	APPROVED	2025-12-09
LA	RA	APPROVED	2025-12-09
WV	RA	APPROVED	2025-12-09
AL	RA	APPROVED	2025-12-08
AK	RA	APPROVED	2025-12-08
AR	RA	APPROVED	2025-12-08
CA	RA	APPROVED	2025-12-08
CO	RA	APPROVED	2025-12-08
CT	RA	APPROVED	2025-12-08
DE	RA	APPROVED	2025-12-08
HI	RA	APPROVED	2025-12-08
ID	RA	APPROVED	2025-12-08
IL	RA	APPROVED	2025-12-08
IN	RA	APPROVED	2025-12-08
IA	RA	APPROVED	2025-12-08
KS	RA	APPROVED	2025-12-08
KY	RA	APPROVED	2025-12-08
ME	RA	APPROVED	2025-12-08
MD	RA	APPROVED	2025-12-08
MI	RA	APPROVED	2025-12-08
MN	RA	APPROVED	2025-12-08
MS	RA	APPROVED	2025-12-08
MO	RA	APPROVED	2025-12-08
MT	RA	APPROVED	2025-12-08
NE	RA	APPROVED	2025-12-08
NH	RA	APPROVED	2025-12-08
NJ	RA	APPROVED	2025-12-08
NM	RA	APPROVED	2025-12-08
NY	RA	APPROVED	2025-12-08
NC	RA	APPROVED	2025-12-08
OH	RA	APPROVED	2025-12-08
OK	RA	APPROVED	2025-12-08
OR	RA	APPROVED	2025-12-08
PA	RA	APPROVED	2025-12-08
PR	RA	APPROVED	2025-12-08
RI	RA	APPROVED	2025-12-08
SC	RA	APPROVED	2025-12-08
SD	RA	APPROVED	2025-12-08
TX	RA	APPROVED	2025-12-08
UT	RA	APPROVED	2025-12-08
VT	RA	APPROVED	2025-12-08
VA	RA	APPROVED	2025-12-08
WA	RA	APPROVED	2025-12-08
WI	RA	APPROVED	2025-12-08
WY	RA	APPROVED	2025-12-08

NV RA
APPROVED

Since 2026-02-06
ND RA
APPROVED

Since 2025-12-15
GA RA
APPROVED

Since 2025-12-11
AZ RA
APPROVED

Since 2025-12-10
FL RA
APPROVED

Since 2025-12-09
LA RA
APPROVED

Since 2025-12-09
WV RA
APPROVED

Since 2025-12-09
AL RA
APPROVED

Since 2025-12-08
AK RA
APPROVED

Since 2025-12-08
AR RA
APPROVED

Since 2025-12-08
CA RA
APPROVED

Since 2025-12-08
CO RA
APPROVED

Since 2025-12-08
CT RA
APPROVED

Since 2025-12-08
DE RA
APPROVED

Since 2025-12-08
HI RA
APPROVED

Since 2025-12-08
ID RA
APPROVED

Since 2025-12-08
IL RA
APPROVED

Since 2025-12-08
IN RA
APPROVED

Since 2025-12-08
IA RA
APPROVED

Since 2025-12-08
KS RA
APPROVED

Since 2025-12-08
KY RA
APPROVED

Since 2025-12-08
ME RA
APPROVED

Since 2025-12-08
MD RA
APPROVED

Since 2025-12-08
MI RA
APPROVED

Since 2025-12-08
MN RA
APPROVED

Since 2025-12-08
MS RA
APPROVED

Since 2025-12-08
MO RA
APPROVED

Since 2025-12-08
MT RA
APPROVED

Since 2025-12-08
NE RA
APPROVED

Since 2025-12-08
NH RA
APPROVED

Since 2025-12-08
NJ RA
APPROVED

Since 2025-12-08
NM RA
APPROVED

Since 2025-12-08
NY RA
APPROVED

Since 2025-12-08
NC RA
APPROVED

Since 2025-12-08
OH RA
APPROVED

Since 2025-12-08
OK RA
APPROVED

Since 2025-12-08
OR RA
APPROVED

Since 2025-12-08
PA RA
APPROVED

Since 2025-12-08
PR RA
APPROVED

Since 2025-12-08
RI RA
APPROVED

Since 2025-12-08
SC RA
APPROVED

Since 2025-12-08
SD RA
APPROVED

Since 2025-12-08
TX RA
APPROVED

Since 2025-12-08
UT RA
APPROVED

Since 2025-12-08
VT RA
APPROVED

Since 2025-12-08
VA RA
APPROVED

Since 2025-12-08
WA RA
APPROVED

Since 2025-12-08
WI RA
APPROVED

Since 2025-12-08
WY RA
APPROVED

Since 2025-12-08

Branch Locations

99 High Street Ms: Ma-325, Boston, MA 02110 • United States

1 Citizens Bank Way, Johnston, RI 02919 • 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

Organization	City	State	From	To
Fidelity Investments	Merrimack	NH	07/2021	11/2025
Usa Triathlon	Colorado Springs	CO	02/2021	05/2021
3Fools	Orleans	MA	12/2019	10/2020
Rollins College - Center For Leadership And Community Engagement	Winter Park	FL	09/2018	03/2020
Rollins College	Winter Park	FL	08/2017	05/2021
Innovation Acadmey Charter School	Tyngsboro	MA	09/2009	06/2017
Jomama'S New York Bagels	Orleans	MA	06/2015	08/2018
Self	Lowell	MA	05/2021	07/2021
Heritage Farm Ice Cream & Restaurant	Lowell	MA	05/2019	07/2019
Citizens Securities, Inc.	Boston	MA	11/2025	Present

07/2021 → 11/2025

Fidelity Investments

Merrimack, NH
02/2021 → 05/2021

Usa Triathlon

Colorado Springs, CO
12/2019 → 10/2020

3Fools

Orleans, MA
09/2018 → 03/2020

Rollins College - Center For Leadership And Community Engagement

Winter Park, FL
08/2017 → 05/2021

Rollins College

Winter Park, FL
09/2009 → 06/2017

Innovation Acadmey Charter School

Tyngsboro, MA
06/2015 → 08/2018

Jomama'S New York Bagels

Orleans, MA
05/2021 → 07/2021

Self

Lowell, MA
05/2019 → 07/2019

Heritage Farm Ice Cream & Restaurant

Lowell, MA
11/2025 → Present

Citizens Securities, Inc.

Boston, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-12-05
S63	Uniform Securities Agent State Law Examination	2022-04-06

S66 Uniform Combined State Law Examination

2025-12-05
S63 Uniform Securities Agent State Law Examination

2022-04-06

Other Names

Owen Patrick Lovely
Owen Lovely

View on SEC IAPD