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Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-21
PA RA APPROVED 2022-11-01
NJ RA APPROVED 2022-10-31
NY RA APPROVED 2022-10-31
  • FL RA
    APPROVED
    Since 2026-07-21
  • PA RA
    APPROVED
    Since 2022-11-01
  • NJ RA
    APPROVED
    Since 2022-10-31
  • NY RA
    APPROVED
    Since 2022-10-31

Branch Locations

1577 Northern Blvd Ms: Ny466, Manhasset, NY 11030 • United States

57 Middle Neck Rd Ms: Ny316, Great Neck, NY 11021 • United States

300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • 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
Jp Morgan Chase Bank Na New York NY 02/2010 05/2018
Jp Morgan Securities, Llc New York NY 05/2018 10/2022
Jp Morgan Chase Bank Na New York NY 05/2018 10/2022
Citizens Securities, Inc. Manhasset NY 10/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-22
S63 Uniform Securities Agent State Law Examination 2010-03-18
  • S66 Uniform Combined State Law Examination
    2018-06-22
  • S63 Uniform Securities Agent State Law Examination
    2010-03-18

View on SEC IAPD

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