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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-08-25 |
| RI | RA | APPROVED | 2026-08-14 |
| VA | RA | APPROVED | 2026-08-13 |
| DE | RA | APPROVED | 2026-08-12 |
| MD | RA | APPROVED | 2026-08-12 |
Branch Locations
1401 I Street N.W., Suite 110 Ms: Dc019, Washington, DC 20005 • United States
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
7637 Old Georgetown Road Ms: Md008, Bethesda, MD 20814 • United States
One Citizens Way Ms: Ri322, Johnston, RI 02919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Charleston | SC | 10/2019 | 09/2022 |
| Nylife Securities Llc | Charleston | SC | 03/2020 | 09/2022 |
| Poogans Porch | Charleston | SC | 05/2019 | 09/2019 |
| Bettys Eatery | Mount Pleasant | SC | 03/2019 | 05/2019 |
| Zero George | Charleston | SC | 02/2018 | 03/2019 |
| Miler'S All Day | Charleston | SC | 03/2018 | 09/2018 |
| Felix Cocktails Et Cuisine | Charleston | SC | 10/2017 | 03/2018 |
| Harold'S Cabin | Charleston | SC | 01/2017 | 12/2017 |
| The Spectator Hotel | Charleston | SC | 06/2016 | 01/2017 |
| Restoration Hotel | Charleston | SC | 05/2016 | 09/2016 |
| Roccos Italian Sausage | Charleston | SC | 11/2015 | 09/2016 |
| Wells Fargo Bank, Na | Mount Pleasant | SC | 09/2022 | 08/2026 |
| Wells Fargo Clearing Services, Llc | Mount Pleasant | SC | 09/2022 | 08/2026 |
| Citizens Securities, Inc. | Washington | DC | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-28 |
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