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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-20 |
| PA | RA | APPROVED | 2026-05-20 |
| NV | RA | APPROVED | 2026-05-19 |
| CA | RA | APPROVED | 2026-05-13 |
Branch Locations
99 El Camino Real Ca546, Menlo Park, CA 94025 • United States
One Lincoln Center 110 W Fayette St. Ste 1230, Ms: *Nys100, Syracuse, NY 13202 • United States
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-14 |
Branch Locations
99 El Camino Real Ca546, Menlo Park, CA 94025 • United States
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
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 |
|---|---|---|---|---|
| First Republic Securities Company Llc | San Francisco | CA | 11/2015 | 06/2023 |
| First Republic Investment Management | San Francisco | CA | 11/2015 | 06/2023 |
| Goldman Sachs | San Francisco | CA | 07/2023 | 07/2025 |
| Citizens Bank | Menlo Park | CA | 11/2025 | Present |
| Citizens Securities, Inc. | Menlo Park | CA | 11/2025 | Present |
| Citizens Private Wealth | Menlo Park | CA | 11/2025 | Present |
| Unemployed | Burlingame | CA | 08/2025 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-12 |
| S65 | Uniform Investment Adviser Law Examination | 1996-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-15 |
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