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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-11-12 |
| RI | RA | APPROVED | 2024-11-12 |
| FL | RA | APPROVED | 2023-01-04 |
| VA | RA | APPROVED | 2023-01-04 |
| CT | RA | APPROVED | 2022-02-14 |
| ME | RA | APPROVED | 2020-06-01 |
| NH | RA | APPROVED | 2019-04-10 |
Branch Locations
100 Macy Street Ms: Ma-141, Amesbury, MA 01913 • United States
90 North Main Street Ms: Nh450, Rochester, NH 03867 • United States
6 Russell Street Ms: Ma606, Woburn, MA 01801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Portsmouth | NH | 05/2016 | 11/2016 |
| Northwestern Mutual Investment Services Llc | Portsmouth | NH | 05/2016 | 11/2016 |
| Nylife Securities Llc | Waltham | MA | 02/2017 | 03/2019 |
| Atlantic Planning Group | Waltham | MA | 11/2016 | 03/2019 |
| Eagle Strategies Llc | Waltham | MA | 04/2016 | 03/2019 |
| Citizens Securities, Inc. | Rochester | NH | 03/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-26 |
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