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Gregory Christopher Sherman

Citizens Securities, Inc.

Los Angeles, CA

Syracuse, NY

Citizens Private Wealth

Los Angeles, CA

Tarrytown, NY

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Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-06-25
IL RA APPROVED 2026-06-23
GA RA APPROVED 2026-06-22
PA RA APPROVED 2026-06-22
VA RA APPROVED 2026-06-22
WA RA APPROVED 2026-06-22
HI RA APPROVED 2026-06-19
WY RA APPROVED 2026-06-19
FL RA APPROVED 2026-06-18
CA RA APPROVED 2026-06-17
CO RA APPROVED 2026-06-17
CT RA APPROVED 2026-06-17
DE RA APPROVED 2026-06-17
KS RA APPROVED 2026-06-17
LA RA APPROVED 2026-06-17
MD RA APPROVED 2026-06-17
MN RA APPROVED 2026-06-17
MO RA APPROVED 2026-06-17
NV RA APPROVED 2026-06-17
NJ RA APPROVED 2026-06-17
NY RA APPROVED 2026-06-17
NC RA APPROVED 2026-06-17
OK RA APPROVED 2026-06-17
OR RA APPROVED 2026-06-17
TX RA APPROVED 2026-06-17
UT RA APPROVED 2026-06-17
VT RA APPROVED 2026-06-17
  • AZ RA
    APPROVED
    Since 2026-06-25
  • IL RA
    APPROVED
    Since 2026-06-23
  • GA RA
    APPROVED
    Since 2026-06-22
  • PA RA
    APPROVED
    Since 2026-06-22
  • VA RA
    APPROVED
    Since 2026-06-22
  • WA RA
    APPROVED
    Since 2026-06-22
  • HI RA
    APPROVED
    Since 2026-06-19
  • WY RA
    APPROVED
    Since 2026-06-19
  • FL RA
    APPROVED
    Since 2026-06-18
  • CA RA
    APPROVED
    Since 2026-06-17
  • CO RA
    APPROVED
    Since 2026-06-17
  • CT RA
    APPROVED
    Since 2026-06-17
  • DE RA
    APPROVED
    Since 2026-06-17
  • KS RA
    APPROVED
    Since 2026-06-17
  • LA RA
    APPROVED
    Since 2026-06-17
  • MD RA
    APPROVED
    Since 2026-06-17
  • MN RA
    APPROVED
    Since 2026-06-17
  • MO RA
    APPROVED
    Since 2026-06-17
  • NV RA
    APPROVED
    Since 2026-06-17
  • NJ RA
    APPROVED
    Since 2026-06-17
  • NY RA
    APPROVED
    Since 2026-06-17
  • NC RA
    APPROVED
    Since 2026-06-17
  • OK RA
    APPROVED
    Since 2026-06-17
  • OR RA
    APPROVED
    Since 2026-06-17
  • TX RA
    APPROVED
    Since 2026-06-17
  • UT RA
    APPROVED
    Since 2026-06-17
  • VT RA
    APPROVED
    Since 2026-06-17

Branch Locations

11755 Wilshire Blvd, Los Angeles, CA 90025 • United States

One Lincoln Center 110 W Fayette St. Ste 1230, Ms: *Nys100, Syracuse, NY 13202 • United States

Citizens Private Wealth

520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-17
  • CA RA
    APPROVED
    Since 2026-06-17

Branch Locations

11755 Wilshire Blvd, Los Angeles, CA 90025 • United States

520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • 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
J.P. Morgan Securities Llc Los Angeles CA 10/2011 01/2021
Jpmorgan Chase Bank Na Los Angeles CA 10/2011 01/2021
Wells Fargo Clearing Services, Llc Beverly Hills CA 01/2021 11/2021
Morgan Stanley Santa Monica CA 11/2021 06/2026
Citizens Bank Los Angeles CA 06/2026 Present
Citizens Securities, Inc. Los Angeles CA 06/2026 Present
Citizens Private Wealth Los Angeles CA 06/2026 Present
Previous Registrations
Other Businesses

*465569- Trust; Investment related- Yes; Westlake Village, California; 01/2021; During business hours: 0; After business hours: 0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-13
  • S66 Uniform Combined State Law Examination
    2010-08-13
Other Names
  • Gregory Sherman
  • Gregory Christopher Sherman

View on SEC IAPD

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