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520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-01-03 |
Branch Locations
200 Station Drive Mws412, Westwood, MA 02090 • United States
One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2018-11-01 |
| RI | RA | APPROVED | 2017-12-15 |
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 |
|---|---|---|---|---|
| Bank Of The West | Los Angeles | CA | 04/2011 | 12/2017 |
| Bancwest Investment Services | Los Angeles | CA | 04/2011 | 12/2017 |
| Citizens Securities Inc. | Boston | MA | 12/2017 | 01/2020 |
| 1 Citizens Plaza | Providence | RI | 01/2020 | 11/2022 |
| Citizens Securities, Inc. | Westwood | MA | 11/2022 | Present |
| Citizens Private Wealth | Westwood | MA | 11/2022 | Present |
| Citizens Bank | Westwood | MA | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-08 |
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