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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-08-01 |
Branch Locations
1 Pillsbury Street, Suite 303, Concord, NH 03301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Burlington | MA | 03/2014 | 04/2017 |
| Citizens Securities, Inc. | Westwood | MA | 04/2017 | 04/2024 |
| Ledyard National Bank | Concord | NH | 05/2024 | Present |
| Osaic Institutions, Inc | Meriden | CT | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-05 |
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