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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-17 |
Branch Locations
190 Lakeview Ave, West Palm Beach, FL 33401 • United States
One Lincoln Center 110 W Fayette St. Ste 1230, Ms: *Nys100, Syracuse, NY 13202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Bank | Ft Lauderdale | FL | 08/2018 | 10/2023 |
| Truist Investment Services | Fort Lauderdale | FL | 08/2018 | 10/2023 |
| Henry Schein | West Palm Beach | FL | 09/2012 | 05/2017 |
| Bright Smile Financing | Hallandale | FL | 05/2017 | 11/2017 |
| L.A. Fitness | Port St. Lucie | FL | 12/2017 | 01/2018 |
| Marine Bank And Trust | Vero Beach | FL | 01/2018 | 08/2018 |
| Jpmorgan Chase Bank Na | Fort Lauderdale | FL | 10/2023 | 05/2025 |
| Jpmorgan Securities Llc | Fort Lauderdale | FL | 10/2023 | 05/2025 |
| Principal Life Insurance Company | Miami | FL | 06/2025 | 09/2025 |
| Principal Securities, Inc. | Miami | FL | 06/2025 | 09/2025 |
| Valley National Bank | Fort Lauderdale | FL | 09/2025 | 04/2026 |
| Valley Financial Management, Inc | Fort Lauderdale | FL | 09/2025 | 04/2026 |
| Valley Wealth Management Inc | Fort Lauderdale | FL | 09/2025 | 04/2026 |
| Citizens Bank | West Palm Beach | FL | 04/2026 | Present |
| Citizens Securities, Inc. | West Palm Beach | FL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-29 |
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