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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-06-07 |
Branch Locations
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 |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Hanover | NH | 02/2013 | 06/2023 |
| Tiaa | Hanover | NH | 02/2013 | 06/2023 |
| Citizens Securities Inc. | Nashua | NH | 06/2023 | Present |
Saucier LLC - Partner, Oversee with two other siblings the family property in Jamestown, RI. Net Profit: $0, Date of Intial Involvement 05/01/2017, Amount of Time Devoted on a Monthly Basis: 1 hour 650 Marmot Lane LLC- Partner Responsibilities: Assist spouse with rental property when needed. Date of Initial Involvement: 08/2025 Approx. amount of time/ month: less than 2 hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-12 |
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