Best Investors Account Sign in
Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
ND RA APPROVED 2026-07-02
AZ RA APPROVED 2026-06-25
GA RA APPROVED 2026-06-22
ME RA APPROVED 2026-06-22
SC RA APPROVED 2026-06-22
AR RA APPROVED 2026-06-19
IA RA APPROVED 2026-06-18
MI RA APPROVED 2026-06-18
MS RA APPROVED 2026-06-18
VA RA APPROVED 2026-06-18
WV RA APPROVED 2026-06-18
AL RA APPROVED 2026-06-17
AK RA APPROVED 2026-06-17
FL RA APPROVED 2026-06-17
HI RA APPROVED 2026-06-17
IL RA APPROVED 2026-06-17
KS RA APPROVED 2026-06-17
MO RA APPROVED 2026-06-17
MT RA APPROVED 2026-06-17
NE RA APPROVED 2026-06-17
NH RA APPROVED 2026-06-17
NM RA APPROVED 2026-06-17
NC RA APPROVED 2026-06-17
OR RA APPROVED 2026-06-17
PA RA APPROVED 2026-06-17
RI RA APPROVED 2026-06-17
UT RA APPROVED 2026-06-17
VT RA APPROVED 2026-06-17
WY RA APPROVED 2026-06-17
CA RA APPROVED 2026-06-16
CO RA APPROVED 2026-06-16
CT RA APPROVED 2026-06-16
DE RA APPROVED 2026-06-16
ID RA APPROVED 2026-06-16
IN RA APPROVED 2026-06-16
KY RA APPROVED 2026-06-16
LA RA APPROVED 2026-06-16
MD RA APPROVED 2026-06-16
MN RA APPROVED 2026-06-16
NV RA APPROVED 2026-06-16
NJ RA APPROVED 2026-06-16
NY RA APPROVED 2026-06-16
OH RA APPROVED 2026-06-16
OK RA APPROVED 2026-06-16
SD RA APPROVED 2026-06-16
TX RA APPROVED 2026-06-16
WA RA APPROVED 2026-06-16
WI RA APPROVED 2026-06-16
  • ND RA
    APPROVED
    Since 2026-07-02
  • AZ RA
    APPROVED
    Since 2026-06-25
  • GA RA
    APPROVED
    Since 2026-06-22
  • ME RA
    APPROVED
    Since 2026-06-22
  • SC RA
    APPROVED
    Since 2026-06-22
  • AR RA
    APPROVED
    Since 2026-06-19
  • IA RA
    APPROVED
    Since 2026-06-18
  • MI RA
    APPROVED
    Since 2026-06-18
  • MS RA
    APPROVED
    Since 2026-06-18
  • VA RA
    APPROVED
    Since 2026-06-18
  • WV RA
    APPROVED
    Since 2026-06-18
  • AL RA
    APPROVED
    Since 2026-06-17
  • AK RA
    APPROVED
    Since 2026-06-17
  • FL RA
    APPROVED
    Since 2026-06-17
  • HI RA
    APPROVED
    Since 2026-06-17
  • IL RA
    APPROVED
    Since 2026-06-17
  • KS RA
    APPROVED
    Since 2026-06-17
  • MO RA
    APPROVED
    Since 2026-06-17
  • MT RA
    APPROVED
    Since 2026-06-17
  • NE RA
    APPROVED
    Since 2026-06-17
  • NH RA
    APPROVED
    Since 2026-06-17
  • NM RA
    APPROVED
    Since 2026-06-17
  • NC RA
    APPROVED
    Since 2026-06-17
  • OR RA
    APPROVED
    Since 2026-06-17
  • PA RA
    APPROVED
    Since 2026-06-17
  • RI RA
    APPROVED
    Since 2026-06-17
  • UT RA
    APPROVED
    Since 2026-06-17
  • VT RA
    APPROVED
    Since 2026-06-17
  • WY RA
    APPROVED
    Since 2026-06-17
  • CA RA
    APPROVED
    Since 2026-06-16
  • CO RA
    APPROVED
    Since 2026-06-16
  • CT RA
    APPROVED
    Since 2026-06-16
  • DE RA
    APPROVED
    Since 2026-06-16
  • ID RA
    APPROVED
    Since 2026-06-16
  • IN RA
    APPROVED
    Since 2026-06-16
  • KY RA
    APPROVED
    Since 2026-06-16
  • LA RA
    APPROVED
    Since 2026-06-16
  • MD RA
    APPROVED
    Since 2026-06-16
  • MN RA
    APPROVED
    Since 2026-06-16
  • NV RA
    APPROVED
    Since 2026-06-16
  • NJ RA
    APPROVED
    Since 2026-06-16
  • NY RA
    APPROVED
    Since 2026-06-16
  • OH RA
    APPROVED
    Since 2026-06-16
  • OK RA
    APPROVED
    Since 2026-06-16
  • SD RA
    APPROVED
    Since 2026-06-16
  • TX RA
    APPROVED
    Since 2026-06-16
  • WA RA
    APPROVED
    Since 2026-06-16
  • WI RA
    APPROVED
    Since 2026-06-16

Branch Locations

1 Citizens Bank Way, Johnston, RI 02919 • United States

15 South Main St. Mailstop: Ct-261, West Hartford, CT 06107 • 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
Northwestern Mutual Life Insurance Company Milwaukee WI 06/2019 11/2020
Northwestern Mutual Investment Services Llc Hartford CT 08/2019 01/2020
Bendett And Mchugh Pc Farmington CT 05/2013 05/2018
Student Orono ME 05/2018 05/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated Avon CT 11/2020 09/2025
Bank Of America, N.A. Avon CT 11/2020 09/2025
Commonwealth Financial Network Waltham MA 09/2025 06/2026
Meritage Financial Strategies, Llc Glastonbury CT 09/2025 06/2026
Citizens Securities, Inc. West Hartford CT 06/2026 Present
  • 06/2019 → 11/2020
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 08/2019 → 01/2020
    Northwestern Mutual Investment Services Llc
    Hartford, CT
  • 05/2013 → 05/2018
    Bendett And Mchugh Pc
    Farmington, CT
  • 05/2018 → 05/2019
    Student
    Orono, ME
  • 11/2020 → 09/2025
    Avon, CT
  • 11/2020 → 09/2025
    Bank Of America, N.A.
    Avon, CT
  • 09/2025 → 06/2026
    Waltham, MA
  • 09/2025 → 06/2026
    Meritage Financial Strategies, Llc
    Glastonbury, CT
  • 06/2026 → Present
    West Hartford, CT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-25
  • S66 Uniform Combined State Law Examination
    2022-06-25
Other Names
  • Jerome Joseph Wiener
  • Jay Wiener

View on SEC IAPD

More in Johnston, RI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor