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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-05-02 |
| PA | RA | APPROVED | 2025-05-02 |
Branch Locations
1 Citizens Bank Way, Johnston, RI 02919 • United States
35 Washington Street Ms: Ma-146, Lynn, MA 01901 • United States
500 Paradise Road Ms: Ma-788, Swampscott, MA 01907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Lancaster | PA | 11/2010 | 09/2018 |
| Td Ameritrade, Inc. | Lancaster | PA | 02/2018 | 12/2022 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 12/2022 |
| Charles Schwab And Co., Inc. | Lancaster | PA | 12/2022 | 04/2025 |
| Charles Schwab Bank, Ssb | Lancaster | PA | 11/2023 | 04/2025 |
| Citizens Securities, Inc. | Swampscott | MA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-20 |
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