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Jennifer Sue Botelho

Citizens Securities, Inc.

Albany, NY

Smithfield, RI

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Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-13
RI RA APPROVED 2015-08-17
  • CT RA
    APPROVED
    Since 2025-03-13
  • RI RA
    APPROVED
    Since 2015-08-17

Branch Locations

20 Corporate Woods Blvd, Suite 302 Ms: Nyac10, Albany, NY 12211 • United States

596 Putnam Pike Ms: Ri-008, Smithfield, RI 02828 • 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
Cco Investment Services Corp East Greenwich RI 02/2014 12/2017
Citizens Bank East Greenwich RI 02/2014 12/2017
Citizens Securities Inc. East Greenwich RI 12/2017 10/2022
Citizens Bank East Greenwich RI 12/2017 10/2022
Citizens Securities, Inc Westwood MA 10/2022 Present
Citizens Bank, N.A Greenwich RI 10/2022 10/2023
Citizens Bank, N/A Smithfield RI 10/2023 Present
  • 02/2014 → 12/2017
    Cco Investment Services Corp
    East Greenwich, RI
  • 02/2014 → 12/2017
    Citizens Bank
    East Greenwich, RI
  • 12/2017 → 10/2022
    Citizens Securities Inc.
    East Greenwich, RI
  • 12/2017 → 10/2022
    Citizens Bank
    East Greenwich, RI
  • 10/2022 → Present
    Citizens Securities, Inc
    Westwood, MA
  • 10/2022 → 10/2023
    Citizens Bank, N.A
    Greenwich, RI
  • 10/2023 → Present
    Citizens Bank, N/A
    Smithfield, RI
Other Businesses

Notary Public Esty- Jewelry Responsibilities: Creating jewelry to sell online Date of Initial Involvement: 06/01/2026

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-04-05
S63 Uniform Securities Agent State Law Examination 2008-07-25
  • S65 Uniform Investment Adviser Law Examination
    2014-04-05
  • S63 Uniform Securities Agent State Law Examination
    2008-07-25
Other Names
  • Jennifer Sue Smith

View on SEC IAPD

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