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Joseph Lagner

Citizens Securities, Inc.

Johnston, RI

Marshfield, MA

Kingston, MA

Hanover, MA

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Current Employers
Citizens Securities, Inc.

One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
NH RA APPROVED 2023-08-29
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01
  • NH RA
    APPROVED
    Since 2023-08-29

Branch Locations

1 Citizens Bank Way, Johnston, RI 02919 • United States

One Snow Road, Marshfield, MA 02050 • United States

160 Summer Street, Ste2 Ms: Ma188, Kingston, MA 02364 • United States

250 Rockland Street, Hanover, MA 02339 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citizens Securities Inc. Dedham MA 07/2016 11/2017
Paychex Quincy MA 11/2017 11/2019
Paychex Securities Corporation Quincy MA 11/2017 11/2019
Santander Bank, Na Boston MA 11/2019 08/2023
Santander Securities, Llc Dorchester MA 11/2019 11/2022
Santander Securities, Llc Dorchester MA 11/2022 08/2023
Citizens Securities, Inc. Quincy MA 08/2023 Present
Previous Registrations
  • 2019-12-24 → 2023-08-01
    Santander Securities Llc
    Duxbury, MA
    Norwell, MA
    Kingston, MA
    Marshfield, MA
    Weymouth, MA
    Wollaston, MA
    East Milton, MA
    Boston, MA
    Braintree, MA
    Dorchester, MA
    Dorchester, MA
    Weymouth, MA
    Braintree, MA
    Boston, MA
    Boston, MA
    Boston, MA
    Boston, MA
    Boston, MA
    Westwood, MA
    Canton, MA
    Norwood, MA
    Foxboro, MA
    Dedham, MA
    Norfolk, MA
    Raynham, MA
    Taunton, MA
  • 2016-12-15 → 2017-11-02
    Citizens Securities, Inc.
    Stoughton, MA
    Braintree, MA
    Brockton, MA
    Brockton, MA
    Braintree, MA
    Abington, MA
    Halifax, MA
    Whitman, MA
    Marshfield, MA
    Hanover, MA
    Pembroke, MA
    Hanover, MA
    Kingston, MA
    Halifax, MA
    Whitman, MA
  • 2010-01-09 → 2013-03-01
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    New York, NY
    Boston, MA
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-18
S63 Uniform Securities Agent State Law Examination 1994-06-15
  • S65 Uniform Investment Adviser Law Examination
    2019-12-18
  • S63 Uniform Securities Agent State Law Examination
    1994-06-15
Other Names
  • Joe Lagner
  • Joseph Anthony Lagner

View on SEC IAPD

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