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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-03-12 |
| NH | RA | APPROVED | 2022-05-16 |
Branch Locations
35 Winnacunnet Road Ms: Nh444, Hampton, NH 03842 • United States
140 Washington Street Ms: Nh441, Dover, NH 03820 • United States
20 Corporate Woods Blvd, Suite 302 Ms: Nyac10, Albany, NY 12211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2013 | 12/2016 |
| Northwestern Mutual Investment Services, Llc. | Boca Raton | FL | 10/2013 | 12/2016 |
| Citizens Bank | Portsmouth | NH | 12/2016 | 10/2019 |
| Citizens Securities Inc | Portsmouth | NH | 01/2017 | 10/2019 |
| Citizens Securities, Inc | Hampton | NH | 10/2019 | 07/2021 |
| Citizens Bank | Hampton | NH | 10/2019 | 07/2021 |
| Citizens Securities, Inc | Westwood | MA | 07/2021 | 10/2022 |
| Citizens Bank, N/A | Hampton | NH | 07/2021 | 10/2022 |
| Citizens Bank, Inc | Westwood | MA | 10/2022 | Present |
| Citizens Bank, N/A | Dover | NH | 10/2022 | Present |
Notary Public
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-27 |
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