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Current Employers
Citizens Securities, Inc.

One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-05-19
  • NY RA
    APPROVED
    Since 2026-05-19

Branch Locations

164 Delaware Avenue Ms: Nya029, Delmar, NY 12054 • United States

20 Corporate Woods Blvd, Suite 302 Ms: Nyac10, Albany, NY 12211 • United States

3333 Consaul Road Ms: Nya065, Niskayuna, NY 12309 • United States

1440 Central Ave Ms: Nya022, Albany, NY 12205 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citizens Securities, Inc. Delmar NY 05/2026 Present
Cadaret, Grant & Co., Inc. Peru NY 04/2015 06/2024
Cfa Insurance Agency, Llc Peru NY 03/2013 05/2026
Osaic Wealth Inc Peru NY 06/2024 05/2026
  • 05/2026 → Present
    Delmar, NY
  • 04/2015 → 06/2024
    Cadaret, Grant & Co., Inc.
    Peru, NY
  • 03/2013 → 05/2026
    Cfa Insurance Agency, Llc
    Peru, NY
  • 06/2024 → 05/2026
    Peru, NY
Previous Registrations
  • 2024-06-17 → 2026-05-14
    Cohoes, NY
    Peru, NY
  • 2021-05-04 → 2024-06-20
    Cadaret, Grant & Co., Inc.
    Syracuse, NY
    Peru, NY
    Syracuse, NY
    Syracuse, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-29
S63 Uniform Securities Agent State Law Examination 2016-02-22
  • S65 Uniform Investment Adviser Law Examination
    2026-05-29
  • S63 Uniform Securities Agent State Law Examination
    2016-02-22
Other Names
  • Alex E Forster

View on SEC IAPD

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