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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2019-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tesla | Hingham | MA | 03/2016 | 02/2017 |
| Quirk Chevrolet | Braintree | MA | 03/2017 | 02/2018 |
| Bulldog Enterprises, Llc | Hanover | MA | 08/2011 | 03/2017 |
| Morgan Stanley | Norwell | MA | 02/2018 | 08/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2018 | 08/2019 |
| Citizens Securities, Inc. | Hanover | MA | 09/2019 | 02/2022 |
| Citizens Securities, Inc. | Norwell | MA | 02/2022 | 10/2025 |
| Citizens Securities, Inc. | Westwood | MA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-13 |
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