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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-08-25 |
| PR | RA | APPROVED | 2025-08-22 |
| MT | RA | APPROVED | 2025-08-05 |
| WI | RA | APPROVED | 2025-08-05 |
| AK | RA | APPROVED | 2025-08-04 |
| AR | RA | APPROVED | 2025-08-04 |
| ID | RA | APPROVED | 2025-08-04 |
| NC | RA | APPROVED | 2025-08-04 |
| AZ | RA | APPROVED | 2025-07-31 |
| SD | RA | APPROVED | 2025-07-31 |
| WV | RA | APPROVED | 2025-07-31 |
| WY | RA | APPROVED | 2025-07-31 |
| CO | RA | APPROVED | 2025-07-30 |
| DE | RA | APPROVED | 2025-07-30 |
| IL | RA | APPROVED | 2025-07-30 |
| MI | RA | APPROVED | 2025-07-30 |
| MS | RA | APPROVED | 2025-07-30 |
| NE | RA | APPROVED | 2025-07-30 |
| NV | RA | APPROVED | 2025-07-30 |
| NM | RA | APPROVED | 2025-07-30 |
| NY | RA | APPROVED | 2025-07-30 |
| ND | RA | APPROVED | 2025-07-30 |
| RI | RA | APPROVED | 2025-07-30 |
| SC | RA | APPROVED | 2025-07-30 |
| WA | RA | APPROVED | 2025-07-30 |
| CA | RA | APPROVED | 2025-07-29 |
| FL | RA | APPROVED | 2025-07-29 |
| GA | RA | APPROVED | 2025-07-29 |
| HI | RA | APPROVED | 2025-07-29 |
| IA | RA | APPROVED | 2025-07-29 |
| KS | RA | APPROVED | 2025-07-29 |
| KY | RA | APPROVED | 2025-07-29 |
| ME | RA | APPROVED | 2025-07-29 |
| MD | RA | APPROVED | 2025-07-29 |
| MN | RA | APPROVED | 2025-07-29 |
| NH | RA | APPROVED | 2025-07-29 |
| OK | RA | APPROVED | 2025-07-29 |
| PA | RA | APPROVED | 2025-07-29 |
| TX | RA | APPROVED_RES | 2025-07-29 |
| UT | RA | APPROVED | 2025-07-29 |
| VA | RA | APPROVED | 2025-07-29 |
| AL | RA | APPROVED | 2025-07-28 |
| CT | RA | APPROVED | 2025-07-28 |
| IN | RA | APPROVED | 2025-07-28 |
| LA | RA | APPROVED | 2025-07-28 |
| MO | RA | APPROVED | 2025-07-28 |
| NJ | RA | APPROVED | 2025-07-28 |
| OH | RA | APPROVED | 2025-07-28 |
| OR | RA | APPROVED | 2025-07-28 |
| VT | RA | APPROVED | 2025-07-28 |
Branch Locations
134 Pleasant Street Ms: Nh447, Portsmouth, NH 03801 • United States
6 Russell Street Ms: Ma606, Woburn, MA 01801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Claremonet Hotel/Cafe 2 | Southwest Harbor | ME | 06/2015 | 09/2017 |
| Mdi Hospital | Bar Harbor | ME | 09/2017 | 01/2018 |
| Camden National Bank | Bar Harbor | ME | 01/2018 | 08/2021 |
| Lpl Financial Llc | Bar Harbor | ME | 05/2020 | 08/2021 |
| Edward Jones | St. Louis | MO | 09/2021 | 07/2025 |
| Citizens Securities, Inc. | Portsmouth | NH | 07/2025 | Present |
William Searls Foundation- Trustee Non-Profit Responsibilities: Supply scholarship funds to local students Date of Initial Involvement: 01/01/2024 Approx. amount of time/month: 2 hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-13 |
| S66 | Uniform Combined State Law Examination | 2012-07-13 |
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