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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-09-10 |
| SC | RA | APPROVED | 2025-08-20 |
| IL | RA | APPROVED | 2025-03-06 |
| GA | RA | APPROVED | 2025-02-07 |
| WA | RA | APPROVED | 2025-02-06 |
| CA | RA | APPROVED | 2024-08-06 |
| FL | RA | APPROVED | 2024-08-06 |
| NC | RA | APPROVED | 2024-08-06 |
| MD | RA | APPROVED | 2024-08-05 |
| OH | RA | APPROVED | 2024-08-05 |
| TX | RA | APPROVED_RES | 2024-08-05 |
| NJ | RA | APPROVED | 2022-11-21 |
| NY | RA | APPROVED | 2022-11-21 |
| CT | RA | APPROVED | 2022-11-14 |
| PA | RA | APPROVED | 2022-11-14 |
| RI | RA | APPROVED | 2022-11-14 |
Branch Locations
350 E. Las Olas Blvd. Ms: Fl012, Fort Lauderdale, FL 33301 • United States
250 W 57Th Street Ny356, New York, NY 10107 • United States
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Bronx | NY | 10/2012 | 05/2017 |
| Citigroup | New York | NY | 05/2017 | 11/2022 |
| Citizens Securities, Inc. | New York | NY | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-30 |
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