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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2024-10-24 |
| CT | RA | APPROVED | 2024-10-23 |
| FL | RA | APPROVED | 2024-05-10 |
| NC | RA | APPROVED | 2022-12-12 |
| NY | RA | APPROVED | 2021-11-09 |
Branch Locations
265 Osborne Road, Loudonville, NY 12211 • United States
20 Corporate Woods Blvd, Suite 302 Ms: Nyac10, Albany, NY 12211 • United States
1375 New Scotland Road Ms: Nya038, Slingerlands, NY 12159 • United States
501 Western Avenue Mailstop: Nya021, Albany, NY 12203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | East Greenbush | NY | 04/2015 | 09/2016 |
| First Niagara Bank | East Greenbush | NY | 04/2015 | 09/2016 |
| Key Investment Services Llc | Albany | NY | 09/2016 | 11/2020 |
| Keybank | East Greenbush | NY | 09/2016 | 07/2021 |
| Key Investment Services Llc | Cohoes | NY | 11/2020 | 07/2021 |
| Citizens Securities, Inc. | Slingerlands | NY | 07/2021 | Present |
Notary Public
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-03 |
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