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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-22 |
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