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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-08-04 |
| CT | RA | APPROVED | 2025-08-01 |
| NJ | RA | APPROVED | 2025-08-01 |
| NY | RA | APPROVED | 2025-08-01 |
| CA | RA | APPROVED | 2025-07-31 |
Branch Locations
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
53 Greenwich Ave Mailstop: Ct-315, Greenwich, CT 06830 • United States
67 Purchase St Ms: Ny351, Rye, NY 10580 • United States
59 Broad Street Mailstop: Ct-314, Stamford, CT 06901 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stamford | CT | 04/2019 | 07/2025 |
| Plan B Burger Bar | Stamford | CT | 12/2014 | 09/2016 |
| Barrel House | Stamford | CT | 09/2016 | 02/2017 |
| White Oak Farm And Table | Westport | CT | 04/2017 | 03/2019 |
| Nash Investments | Westport | CT | 08/2017 | 12/2018 |
| Bodega Taco Bar | Darien | CT | 08/2017 | 04/2019 |
| Bank Of America, N.A. | Stamford | CT | 05/2019 | 07/2025 |
| Citizens Securities, Inc. | Stamford | CT | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-03 |
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