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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-21 |
| DE | RA | APPROVED | 2026-05-21 |
| MD | RA | APPROVED | 2026-04-13 |
| FL | RA | APPROVED | 2026-01-08 |
| NH | RA | APPROVED | 2026-01-06 |
| RI | RA | APPROVED | 2026-01-06 |
| NC | RA | APPROVED | 2023-01-03 |
| PA | RA | APPROVED | 2023-01-03 |
Branch Locations
1 Citizens Bank Way, Johnston, RI 02919 • United States
377 Chauncy Street, Mansfield, MA 02048 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Marlborough | MA | 01/2006 | 07/2021 |
| Citizens Securities, Inc | Cambridge | MA | 07/2021 | 12/2022 |
| Citizens Securities, Inc. | Westwood | MA | 12/2022 | 01/2026 |
| Citizens Securities, Inc. | Foxboro | MA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-03 |
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