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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-03 |
| OH | RA | APPROVED | 2025-03-03 |
| CA | RA | APPROVED | 2025-02-28 |
| CT | RA | APPROVED | 2025-02-28 |
| HI | RA | APPROVED | 2025-02-28 |
| IN | RA | APPROVED | 2025-02-28 |
| ME | RA | APPROVED | 2025-02-28 |
| MD | RA | APPROVED | 2025-02-28 |
| NH | RA | APPROVED | 2025-02-28 |
| NY | RA | APPROVED | 2025-02-28 |
| NC | RA | APPROVED | 2025-02-28 |
| SC | RA | APPROVED | 2025-02-28 |
| TX | RA | APPROVED | 2025-02-28 |
| VT | RA | APPROVED | 2025-02-28 |
| WA | RA | APPROVED | 2025-02-28 |
| WI | RA | APPROVED | 2025-02-28 |
| RI | RA | APPROVED | 2025-01-01 |
Branch Locations
6 Russell Street Ms: Ma606, Woburn, MA 01801 • United States
36 Washington Street Queen Anne Plaza, Norwell, MA 02061 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank, Na | Boston | MA | 08/2016 | 09/2021 |
| Santander Securities, Llc | Dorchester | MA | 05/2019 | 09/2021 |
| Nylife Securities Llc | Waltham, | MA | 11/2021 | 09/2022 |
| New York Life Insurance Company | Waltham, | MA | 10/2021 | 09/2022 |
| Santander Bank, Na | Boston | MA | 10/2022 | 04/2024 |
| Santander Securities, Llc | Dorchester | MA | 11/2022 | 04/2024 |
| Citizens Securities, Inc. | Norwell | MA | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-26 |
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