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Liam Prajapati Patel

Citizens Securities, Inc.

Westwood, MA

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Current Employers
Citizens Securities, Inc.

One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-05-21
NV RA APPROVED 2026-05-21
ND RA APPROVED 2026-04-07
FL RA APPROVED 2026-03-26
GA RA APPROVED 2026-03-26
NE RA APPROVED 2026-03-26
NM RA APPROVED 2026-03-26
WV RA APPROVED 2026-03-26
AL RA APPROVED 2026-03-25
AK RA APPROVED 2026-03-25
AR RA APPROVED 2026-03-25
CA RA APPROVED 2026-03-25
CO RA APPROVED 2026-03-25
CT RA APPROVED 2026-03-25
DE RA APPROVED 2026-03-25
HI RA APPROVED 2026-03-25
ID RA APPROVED 2026-03-25
IL RA APPROVED 2026-03-25
IN RA APPROVED 2026-03-25
IA RA APPROVED 2026-03-25
KS RA APPROVED 2026-03-25
KY RA APPROVED 2026-03-25
LA RA APPROVED 2026-03-25
ME RA APPROVED 2026-03-25
MD RA APPROVED 2026-03-25
MI RA APPROVED 2026-03-25
MN RA APPROVED 2026-03-25
MS RA APPROVED 2026-03-25
MO RA APPROVED 2026-03-25
MT RA APPROVED 2026-03-25
NH RA APPROVED 2026-03-25
NJ RA APPROVED 2026-03-25
NY RA APPROVED 2026-03-25
NC RA APPROVED 2026-03-25
OH RA APPROVED 2026-03-25
OK RA APPROVED 2026-03-25
OR RA APPROVED 2026-03-25
PA RA APPROVED 2026-03-25
PR RA APPROVED 2026-03-25
RI RA APPROVED 2026-03-25
SC RA APPROVED 2026-03-25
SD RA APPROVED 2026-03-25
TX RA APPROVED 2026-03-25
UT RA APPROVED 2026-03-25
VT RA APPROVED 2026-03-25
VA RA APPROVED 2026-03-25
WA RA APPROVED 2026-03-25
WI RA APPROVED 2026-03-25
WY RA APPROVED 2026-03-25
  • AZ RA
    APPROVED
    Since 2026-05-21
  • NV RA
    APPROVED
    Since 2026-05-21
  • ND RA
    APPROVED
    Since 2026-04-07
  • FL RA
    APPROVED
    Since 2026-03-26
  • GA RA
    APPROVED
    Since 2026-03-26
  • NE RA
    APPROVED
    Since 2026-03-26
  • NM RA
    APPROVED
    Since 2026-03-26
  • WV RA
    APPROVED
    Since 2026-03-26
  • AL RA
    APPROVED
    Since 2026-03-25
  • AK RA
    APPROVED
    Since 2026-03-25
  • AR RA
    APPROVED
    Since 2026-03-25
  • CA RA
    APPROVED
    Since 2026-03-25
  • CO RA
    APPROVED
    Since 2026-03-25
  • CT RA
    APPROVED
    Since 2026-03-25
  • DE RA
    APPROVED
    Since 2026-03-25
  • HI RA
    APPROVED
    Since 2026-03-25
  • ID RA
    APPROVED
    Since 2026-03-25
  • IL RA
    APPROVED
    Since 2026-03-25
  • IN RA
    APPROVED
    Since 2026-03-25
  • IA RA
    APPROVED
    Since 2026-03-25
  • KS RA
    APPROVED
    Since 2026-03-25
  • KY RA
    APPROVED
    Since 2026-03-25
  • LA RA
    APPROVED
    Since 2026-03-25
  • ME RA
    APPROVED
    Since 2026-03-25
  • MD RA
    APPROVED
    Since 2026-03-25
  • MI RA
    APPROVED
    Since 2026-03-25
  • MN RA
    APPROVED
    Since 2026-03-25
  • MS RA
    APPROVED
    Since 2026-03-25
  • MO RA
    APPROVED
    Since 2026-03-25
  • MT RA
    APPROVED
    Since 2026-03-25
  • NH RA
    APPROVED
    Since 2026-03-25
  • NJ RA
    APPROVED
    Since 2026-03-25
  • NY RA
    APPROVED
    Since 2026-03-25
  • NC RA
    APPROVED
    Since 2026-03-25
  • OH RA
    APPROVED
    Since 2026-03-25
  • OK RA
    APPROVED
    Since 2026-03-25
  • OR RA
    APPROVED
    Since 2026-03-25
  • PA RA
    APPROVED
    Since 2026-03-25
  • PR RA
    APPROVED
    Since 2026-03-25
  • RI RA
    APPROVED
    Since 2026-03-25
  • SC RA
    APPROVED
    Since 2026-03-25
  • SD RA
    APPROVED
    Since 2026-03-25
  • TX RA
    APPROVED
    Since 2026-03-25
  • UT RA
    APPROVED
    Since 2026-03-25
  • VT RA
    APPROVED
    Since 2026-03-25
  • VA RA
    APPROVED
    Since 2026-03-25
  • WA RA
    APPROVED
    Since 2026-03-25
  • WI RA
    APPROVED
    Since 2026-03-25
  • WY RA
    APPROVED
    Since 2026-03-25

Branch Locations

200 Station Drive, Westwood, MA 02090 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Cambridge MA 01/2025 02/2025
Vanderbilt University Nashville TN 08/2021 12/2024
Northstar Financial Austin TX 06/2023 08/2023
Unemployed Georgetown TX 01/2015 08/2021
Method 3 Austin TX 03/2023 11/2024
Turnkey Lender Austin TX 06/2022 03/2023
Equitable Advisors, Llc New York NY 02/2025 03/2026
Citizens Securities, Inc. Westwood MA 03/2026 Present
  • 01/2025 → 02/2025
    Unemployed
    Cambridge, MA
  • 08/2021 → 12/2024
    Vanderbilt University
    Nashville, TN
  • 06/2023 → 08/2023
    Northstar Financial
    Austin, TX
  • 01/2015 → 08/2021
    Unemployed
    Georgetown, TX
  • 03/2023 → 11/2024
    Method 3
    Austin, TX
  • 06/2022 → 03/2023
    Turnkey Lender
    Austin, TX
  • 02/2025 → 03/2026
    Equitable Advisors, Llc
    New York, NY
  • 03/2026 → Present
    Citizens Securities, Inc.
    Westwood, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-23
  • S66 Uniform Combined State Law Examination
    2024-12-23
Other Names
  • Liam Patel

View on SEC IAPD

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LPL FINANCIAL LLC · WESTWOOD, MA
MODERA WEALTH MANAGEMENT, LLC · WESTWOOD, MA
STAGE HARBOR FINANCIAL · WESTWOOD, MA
SAVANT WEALTH MANAGEMENT · Westwood, MA
DOVER INVESTMENT ADVISORY CORPORATION · WESTWOOD, MA
CHARLESBRIDGE ADVISORS · DEDHAM, MA

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