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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-18 |
| NV | RA | APPROVED | 2026-08-17 |
| NC | RA | APPROVED | 2026-08-17 |
| PA | RA | APPROVED | 2026-08-17 |
| NY | RA | APPROVED | 2026-06-29 |
Branch Locations
1900 Clinton Ave S. Ms: Ny123, Rochester, NY 14618 • United States
1950 Empire Blvd Ms: Nyr168, Webster, NY 14580 • United States
2200 Penfield Road Ms: Nyr133, Penfield, NY 14526 • United States
One Lincoln Center 110 W Fayette St. Ste 1230, Ms: *Nys100, Syracuse, NY 13202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Army Reserve | Utica | NY | 08/2024 | Present |
| Rochester Regional Healthcare Information Organization | Rochester | NY | 08/2022 | 06/2024 |
| United States Army | Fort Liberty | NC | 10/2018 | 10/2022 |
| Wise County Health System | Decatur | TX | 06/2018 | 10/2018 |
| United States Air Force Reserve | Niagara Falls | NY | 09/2016 | 10/2018 |
| Cerner | Glen Falls | NY | 02/2016 | 06/2018 |
| Unemployed | Rochester | NY | 07/2024 | 07/2024 |
| Equitable Advisors, Llc | New York | NY | 09/2024 | 06/2026 |
| Citizens Securities, Inc. | Penfield | NY | 06/2026 | Present |
1) Executor of Mother's will; Start date: 06/16/2024. 2) Army Reserve - Medical Operations Officer; 16 hours per month; Start date: 06/01/2024. 3) Streamline Homes LLC - Owner; Rental properties; 2 hours per month; Start date: 01/2020.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-02 |
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