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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-12 |
| NJ | RA | APPROVED | 2026-06-11 |
| FL | RA | APPROVED | 2026-01-06 |
| NY | RA | APPROVED | 2024-06-03 |
Branch Locations
One Lincoln Center 110 W Fayette St. Ste 1230, Ms: *Nys100, Syracuse, NY 13202 • United States
5225 Sheridan Drive Ms: Nyr155, Williamsville, NY 14221 • United States
6850 Main Street Ms: Nyr148, Williamsville, NY 14221 • United States
9430 Transit Road Ms: Nyr158, East Amherst, NY 14051 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Securities (Usa) Inc. | Depew | NY | 07/2015 | 09/2021 |
| Charles Schwab & Co., Inc. | Amherst | NY | 10/2021 | 05/2024 |
| Charles Schwab Bank, Ssb | Amherst | NY | 10/2021 | 05/2024 |
| Citizens Securities, Inc | Amherst | NY | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-28 |
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