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Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-06-30
NJ RA APPROVED 2026-06-30
NY RA APPROVED 2026-06-30
  • CT RA
    APPROVED
    Since 2026-06-30
  • NJ RA
    APPROVED
    Since 2026-06-30
  • NY RA
    APPROVED
    Since 2026-06-30

Branch Locations

857 East Gate Blvd Ms: Ny327, Garden City, NY 11530 • United States

2929 Expressway Drive N Ny464, Islandia, NY 11749 • United States

300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • 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
Gilead Foster City CA 05/2016 04/2018
Unemployed Saint James NY 02/2019 06/2019
New York Life Insurance Co. Melville NY 06/2019 09/2022
Nylife Securities Melville NY 07/2019 09/2022
Resoirtech St Paul MN 04/2018 02/2019
The Prudential Insurance Company Of America Melville NY 09/2022 06/2026
Pruco Securities, Llc Melville NY 09/2022 11/2024
Lpl Enterprise, Llc Melville NY 11/2024 06/2026
Citizens Securities, Inc. Islandia NY 06/2026 Present
  • 05/2016 → 04/2018
    Gilead
    Foster City, CA
  • 02/2019 → 06/2019
    Unemployed
    Saint James, NY
  • 06/2019 → 09/2022
    New York Life Insurance Co.
    Melville, NY
  • 07/2019 → 09/2022
    Nylife Securities
    Melville, NY
  • 04/2018 → 02/2019
    Resoirtech
    St Paul, MN
  • 09/2022 → 06/2026
    The Prudential Insurance Company Of America
    Melville, NY
  • 09/2022 → 11/2024
    Melville, NY
  • 11/2024 → 06/2026
    Melville, NY
  • 06/2026 → Present
    Islandia, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-12
S63 Uniform Securities Agent State Law Examination 2019-10-23
  • S65 Uniform Investment Adviser Law Examination
    2023-01-12
  • S63 Uniform Securities Agent State Law Examination
    2019-10-23

View on SEC IAPD

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