Best Investors Account Sign in
Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2023-01-03
CT RA APPROVED 2013-01-29
  • RI RA
    APPROVED
    Since 2023-01-03
  • CT RA
    APPROVED
    Since 2013-01-29

Branch Locations

67 Cumberland Street Ms: Ri035, Woonsocket, RI 02895 • United States

20 Corporate Woods Blvd, Suite 302 Ms: Nyac10, Albany, NY 12211 • 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. Waterford CT 01/2013 12/2017
Citizens Securities Inc. Waterford CT 12/2017 02/2022
Citizens Bank Waterford RI 12/2017 02/2022
Citizens Securities, Inc Westwood RI 02/2022 10/2022
Citizens Bank, N.A Johnston RI 02/2022 10/2022
Citizens Securities, Inc. Woonsocket RI 10/2022 Present
Citizens Bank Woonsocket RI 10/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-22
S63 Uniform Securities Agent State Law Examination 2003-10-22
  • S66 Uniform Combined State Law Examination
    2010-10-22
  • S63 Uniform Securities Agent State Law Examination
    2003-10-22
Other Names
  • David R Mello
  • David Roger Mello
  • David R Mello

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Woonsocket, RI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor