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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2026-07-31 |
| TX | RA | APPROVED_RES | 2026-05-20 |
| NM | RA | APPROVED | 2026-01-22 |
| PA | RA | APPROVED | 2025-03-19 |
| NJ | RA | APPROVED | 2025-03-18 |
| FL | RA | APPROVED | 2025-01-06 |
| NY | RA | APPROVED | 2024-05-13 |
Branch Locations
20 Corporate Woods Blvd, Suite 302 Ms: Nyac10, Albany, NY 12211 • United States
882 New Loudon Road Ms: Nya035, Latham, NY 12110 • United States
1725 Altamont Ave Ms: Nya245, Schenectady, NY 12303 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Albany | NY | 11/2019 | 01/2021 |
| Brown & Brown | Albany | NY | 03/2019 | 05/2019 |
| Coldwell Banker Prime Properties | Schenectday | NY | 10/2018 | 02/2019 |
| Marist College | Poughkeepsie | NY | 09/2014 | 05/2018 |
| Unemployed | Schenectady | NY | 06/2019 | 10/2019 |
| Unemployed | Schenectady | NY | 06/2018 | 09/2018 |
| Goldman Sachs & Co. Llc | Cohoes | NY | 01/2021 | 02/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Albany | NY | 02/2023 | 05/2024 |
| Bank Of America N.A. | Albany | NY | 04/2023 | 05/2024 |
| Citizens Securities, Inc. | Latham | NY | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-18 |
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