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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-04-10 |
| NM | RA | APPROVED | 2025-05-05 |
| TX | RA | APPROVED_RES | 2024-09-12 |
| NC | RA | APPROVED | 2024-04-29 |
| FL | RA | APPROVED | 2018-02-21 |
| CT | RA | APPROVED | 2018-02-20 |
| RI | RA | APPROVED | 2018-02-20 |
Branch Locations
1850 Plainfield Pike Mailstop: Ri-019, Cranston, RI 02921 • United States
1 Citizens Bank Way, Johnston, RI 02919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Norwood | MA | 04/2016 | 07/2017 |
| Sorrento Pacific Financial Llc | San Diego | CA | 07/2017 | 11/2017 |
| Dedham Savings Bank | Norwood | MA | 07/2017 | 11/2017 |
| Santander Bank, N.A. | Boston | MA | 11/2017 | 02/2018 |
| Santander Securities, Llc | Dorchester | MA | 11/2017 | 02/2018 |
| Citizens Securities, Inc. | Cranston | RI | 02/2018 | Present |
1) Rental property - owner; 2 hours/month; start date - 04/2023. 2) Rental property - owner; Bradenton, FL; 2 hours/month; start date - 03/2024. 3) Megan's coaching and training- personal trainer; $500/month compensation; 10 hours/month; start date 11/13/2024 4) Rental Property- Landlord; Tarpon Springs, FL; $300/month compensation; 1 hour/month; start date- 04/01/2025 5) Music Wagon - Piano instructor; 12 hours/month; start date - 07/11/2026.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-11 |
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