Kyle Jeffrey Wood

Employer firm

Citizens Securities, Inc. CRD 39550

$12.9B regulatory AUM 60,545 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
PARTICIPATE IN WRAP FEE PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers

Citizens Securities, Inc.

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-04-08
NJ	RA	APPROVED	2018-11-07
FL	RA	APPROVED	2018-11-05
OH	RA	APPROVED	2018-11-02
VT	RA	APPROVED	2018-11-02
CT	RA	APPROVED	2018-11-01
DE	RA	APPROVED	2018-11-01
MI	RA	APPROVED	2018-11-01
NH	RA	APPROVED	2018-11-01
PA	RA	APPROVED	2018-11-01
RI	RA	APPROVED	2018-11-01

NY RA
APPROVED

Since 2021-04-08
NJ RA
APPROVED

Since 2018-11-07
FL RA
APPROVED

Since 2018-11-05
OH RA
APPROVED

Since 2018-11-02
VT RA
APPROVED

Since 2018-11-02
CT RA
APPROVED

Since 2018-11-01
DE RA
APPROVED

Since 2018-11-01
MI RA
APPROVED

Since 2018-11-01
NH RA
APPROVED

Since 2018-11-01
PA RA
APPROVED

Since 2018-11-01
RI RA
APPROVED

Since 2018-11-01

Branch Locations

1 Citizens Bank Way, Johnston, RI 02919 • United States

200 Station Drive, Westwood, MA 02090 • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner, & Smith Inc	Lincoln	RI	10/2014	10/2018
Citizens Securities, Inc.	Johnston	RI	10/2018	09/2021
Citizens Securities, Inc.	Westwood	MA	09/2021	Present

10/2014 → 10/2018

Merrill Lynch, Pierce, Fenner, & Smith Inc

Lincoln, RI
10/2018 → 09/2021

Citizens Securities, Inc.

Johnston, RI
09/2021 → Present

Citizens Securities, Inc.

Westwood, MA

Previous Registrations

2018-01-11 → 2018-10-29

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Riverside, RI

Other Businesses

Dighton-Rehoboth Jr Football - Head Coach/Assistant Football Coordinator; Zero compensation; Seasonal; 0-50 hours/month (August-November); Start date: 08/2016.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-01-09
S63	Uniform Securities Agent State Law Examination	2015-02-23

S66 Uniform Combined State Law Examination

2018-01-09
S63 Uniform Securities Agent State Law Examination

2015-02-23

Other Names

Kyle Jeffrey Wood
Kyle Wood

View on SEC IAPD