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Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-11
NY RA APPROVED 2026-03-10
CT RA APPROVED 2025-04-29
NH RA APPROVED 2022-01-21
  • FL RA
    APPROVED
    Since 2026-03-11
  • NY RA
    APPROVED
    Since 2026-03-10
  • CT RA
    APPROVED
    Since 2025-04-29
  • NH RA
    APPROVED
    Since 2022-01-21

Branch Locations

272 Great Road Ms: Ma761, Littleton, MA 01460 • United States

163 Main Street Ms: Ma-762, Groton, MA 01450 • 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley Hills MA 11/2018 08/2020
Ehs Pest Services Norwood MA 08/2017 08/2018
Kpmg Llp Boston MA 04/2017 07/2017
Stay At Home Dad Dedham MA 02/2013 04/2017
Bank Of America, N.A. Wellesley Hills MA 02/2019 08/2020
Citizens Securities, Inc. Needham MA 08/2020 02/2022
Citizens Securities, Inc. Westwood MA 02/2022 07/2024
Citizens Securities, Inc. Littleton MA 07/2024 Present
Previous Registrations
Other Businesses

Name of OBA: Parkway Youth Soccer Position: Coach Type of Entity: Non Profit Responsibilities of Position: Volunteer coaching soccer practice and games for U12 recreational league. Monthly Compensation / Net Profit: $0 Date of Initial Involvement: 10/2022 Approximate Amount of Time Devoted on a Monthly Basis: 10 Hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-27
  • S66 Uniform Combined State Law Examination
    2019-09-27

View on SEC IAPD

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