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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-26 |
Branch Locations
1 N Federal Hwy, 5Th Floor, Boca Raton, FL 33432 • United States
One Lincoln Center 110 W Fayette St. Ste 1230, Ms: *Nys100, Syracuse, NY 13202 • United States
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-18 |
Branch Locations
1 N. Federal Hwy 5Th Floor, Boca Raton, FL 33432 • United States
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bny Mellon | Ft. Lauderdale | FL | 07/2014 | 06/2020 |
| Fifth Third Bank | Boca Raton | FL | 06/2020 | 12/2024 |
| Citizens Private Wealth | Boca Raton | FL | 12/2024 | Present |
| Citizens Bank Na | Boca Raton | FL | 12/2024 | Present |
| Citizens Securities, Inc. | Boca Raton | FL | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-18 |
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