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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-04-17 |
Branch Locations
1295 State Street, Springfield, MA 01111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baystate Financial | Holyoke | MA | 06/2016 | 04/2017 |
| Citizens Securities, Inc | Wilbraham | MA | 06/2017 | 12/2020 |
| Citizens Bank | Wilbraham | MA | 06/2017 | 12/2020 |
| Citizens Securities, Inc | Westwood | MA | 05/2021 | 08/2021 |
| Citizens Bank, N.A | Johnston | RI | 05/2021 | 08/2021 |
| Banker | Wilbraham | MA | 12/2020 | 05/2021 |
| Citizens Securities, Inc | Westwood | MA | 08/2021 | 10/2022 |
| Citizens Bank, N.A | Johnston | RI | 08/2021 | 10/2022 |
| Citizens Securities, Inc | Westwood | MA | 10/2022 | 04/2024 |
| Citizens Bank, N/A | Johnston | RI | 10/2022 | 07/2023 |
| Citizens Bank, N/A | North Providence | RI | 07/2023 | 04/2024 |
| Massmutual | Springfield | MA | 04/2024 | Present |
| Mml Investors Services, Llc | Springfield | MA | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-21 |
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