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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-12 |
| FL | RA | APPROVED | 2023-08-17 |
| SC | RA | APPROVED | 2022-08-19 |
| NC | RA | APPROVED | 2022-08-18 |
| NJ | RA | APPROVED | 2022-08-17 |
| NY | RA | APPROVED | 2022-08-17 |
Branch Locations
2150 Merrick Road Ny469, Merrick, NY 11566 • United States
1200 Wantagh Ave Ny480, Wantagh, NY 11793 • United States
190 East Jericho Tpke Ny470, Mineola, NY 11501 • 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 |
|---|---|---|---|---|
| Capital One Sharebuilder, Inc. | Westbury | NY | 01/2015 | 04/2018 |
| Sharebuilder 401K | Seattle | WA | 01/2015 | 04/2018 |
| New York Community Bank | Woodbury | NY | 04/2018 | 06/2021 |
| Lpl Financial Llc | Woodbury | NY | 04/2018 | 06/2021 |
| Investors Bank | Commack | NY | 06/2021 | 08/2022 |
| Cetera Investment Services Llc | Saint Cloud | MN | 06/2021 | 08/2022 |
| Cetera Investment Advisers Llc | Commack | NY | 06/2021 | 08/2022 |
| Citizens Securities, Inc. | Wantagh | NY | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-21 |
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