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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-01-11 |
| MD | RA | APPROVED | 2025-04-09 |
| SC | RA | APPROVED | 2024-09-26 |
| IL | RA | APPROVED | 2023-11-13 |
| NC | RA | APPROVED | 2022-01-06 |
| NY | RA | APPROVED | 2021-04-08 |
| DE | RA | APPROVED | 2020-02-24 |
| VA | RA | APPROVED | 2020-01-03 |
| NH | RA | APPROVED | 2017-11-09 |
| TX | RA | APPROVED_RES | 2017-06-22 |
| CA | RA | APPROVED | 2017-06-19 |
| FL | RA | APPROVED | 2015-08-17 |
| ID | RA | APPROVED | 2015-08-14 |
| PA | RA | APPROVED | 2006-09-26 |
Branch Locations
2000 Monroe Avenue Ms: Nyr132, Rochester, NY 14618 • United States
One Lincoln Center 110 W Fayette St. Ste 1230, Ms: *Nys100, Syracuse, NY 13202 • 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 |
|---|---|---|---|---|
| Citizens Securities, Inc. | Rochester | NY | 12/2005 | Present |
BK HAYNER PROPERTIES - PARTNER - RENTAL COMPANY. AS OF 03/2014. 2 HRS/MONTH, NON DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1990-07-06 |
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