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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-13 |
| NH | RA | APPROVED | 2018-02-09 |
Branch Locations
36 Washington Street Queen Anne Plaza, Norwell, MA 02061 • United States
20 Corporate Woods Blvd, Suite 302 Ms: Nyac10, Albany, NY 12211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc | Hingham | MA | 05/2015 | 10/2017 |
| Citizens Securities Inc. | Norwell | MA | 10/2017 | 12/2017 |
| Citizens Securities Inc. | Norwell | MA | 12/2017 | 10/2022 |
| Citizens Bank | Norwell | MA | 12/2017 | 10/2022 |
| Citizens Securities, Inc | Westwood | MA | 10/2022 | Present |
| Citizens Bank, N.A | Norwell | MA | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-29 |
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