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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-04 |
| NJ | RA | APPROVED | 2026-05-19 |
| PA | RA | APPROVED | 2026-05-18 |
Branch Locations
1300 Liberty Ave Nj142, Hillside, NJ 07205 • United States
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
437 Park Ave Ms: Nj217, Scotch Plains, NJ 07076 • United States
977 Stuyvesant Ave Nj232, Union, NJ 07083 • 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 |
|---|---|---|---|---|
| Citizens Securities, Inc. | Hillside | NJ | 05/2026 | Present |
| Hudson Group | East Rutherford | NJ | 07/2003 | 07/2020 |
| Unemployed | Summit | NJ | 08/2020 | 10/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2020 | 04/2024 |
| Northwestern Mutual Investment Services Llc | Morristown | NJ | 12/2020 | 04/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2021 | 04/2024 |
| Mml Investors Services Llc | Summit | NJ | 05/2024 | 11/2024 |
| Mass Mutual Life Insurance Company | Summit | NJ | 04/2024 | 11/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clark | NJ | 01/2025 | 05/2026 |
| Widener Law School | Wilmington | DE | 07/2017 | 05/2019 |
| Bank Of America, N.A. | Clark | NJ | 02/2025 | 05/2026 |
I*2177271, Entity Type: Entity Charitable, Name of OBA: Programs for Parents , Address: Newark, New Jersey, 07102, Investment Related: N, Position, Title, Association: Treasurer, Board Member, Employee State Date: 06/01/2022, No Hours: 4 Monthly, No Hours during Trading: 0 Monthly, Duties: Act as a Board Member assisting with fundraising efforts. With regard to fundraising efforts I help with reaching out when events occur to ask for local participation for example for the 40th anniversary of the organization I reached out to local businesses to sell tables and journal advertisements.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-19 |
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