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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-06 |
Branch Locations
One Lincoln Center 110 W Fayette St. Ste 1230, Ms: *Nys100, Syracuse, NY 13202 • United States
400 Royal Palm Way Suite 300, Palm Beach, FL 33480 • United States
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-30 |
Branch Locations
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
400 Royal Palm Way, Palm Beach, FL 33480 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Jupiter | FL | 07/2019 | 12/2023 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 08/2019 | 12/2023 |
| Hsbc Private Bank | New York | NY | 09/2009 | 07/2019 |
| Citizens Private Wealth | Palm Beach | FL | 01/2024 | Present |
| Citizens Bank, N.A. | Palm Beach | FL | 01/2024 | Present |
| Citizens Securities, Inc. | Palm Beach | FL | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-25 |
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