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520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-06-11 |
| CT | RA | APPROVED | 2024-06-05 |
| CA | RA | APPROVED | 2024-05-31 |
| NH | RA | APPROVED | 2024-05-31 |
Branch Locations
772 Boylston Street, Boston, MA 02199 • United States
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-06-05 |
| TX | RA | APPROVED | 2024-05-31 |
Branch Locations
One Lincoln Center 110 W Fayette St. Ste 1230, Ms: *Nys100, Syracuse, NY 13202 • United States
772 Boylston Street Ma497, Boston, MA 02199 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Investment Management | Boston | MA | 09/2013 | 04/2017 |
| First Republic Securities Company, Llc | Boston | MA | 04/2017 | 10/2023 |
| First Republic Investment Management, Inc. | Boston | MA | 04/2017 | 05/2024 |
| J.P. Morgan Securities Llc | Boston | MA | 09/2023 | 05/2024 |
| Jp Morgan Chase Bank, N.A. | Boston | MA | 10/2023 | 05/2024 |
| Citizens Securities, Inc. | Boston | MA | 05/2024 | Present |
| Citizens Private Wealth | Boston | MA | 05/2024 | Present |
| Citizens Bank | Boston | MA | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-05-19 |
| S65 | Uniform Investment Adviser Law Examination | 1999-10-29 |
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