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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-13 |
| NH | RA | APPROVED | 2010-06-23 |
Branch Locations
20 Corporate Woods Blvd, Suite 302 Ms: Nyac10, Albany, NY 12211 • United States
9 Freetown Rd Ms: Nh449, Raymond, NH 03077 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cco Investment Services Corp | Manchester | NH | 06/2010 | 02/2020 |
| Citizens Securities, Inc | Canton | MA | 02/2020 | 07/2021 |
| Citizens Bank | Nashua | NH | 02/2020 | 09/2020 |
| Citizens Bank | Windham | NH | 09/2020 | 07/2021 |
| Citizens Securities, Inc | Westwood | MA | 07/2021 | 10/2022 |
| Citizens Bank, N.A | Hampton | NH | 07/2021 | 10/2022 |
| Citizens Securities, Inc | Westwood | MA | 10/2022 | Present |
| Citizens Bank, N/A | Raymond | NH | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 1990-11-29 |
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