Dallis Khane Goodson

Current Employers

Employment History

• 12/2014 → 12/2017
  Citizens Bank
  Smithfield, RI
• 12/2014 → 12/2017
  Citizens Securities, Inc.
  Smithfield, RI
• 12/2017 → 12/2019
  Citizens Securities Inc.
  Smithfield, RI
• 12/2017 → 12/2019
  Citizens Bank
  Smithfield, RI
• 12/2019 → 07/2020
  Citizens Securities, Inc.
  Smithfield, RI
• 07/2020 → 08/2021
  Citizens Bank
  Providence, RI
• 07/2020 → 08/2025
  Clarfeld Financial Advisors, Llc
  Providence, RI
• 08/2021 → 08/2025
  Citizens Securities Inc.
  Johnson, RI
• 08/2025 → Present
  Moors & Cabot Inv
  Boston, MA

Previous Registrations

• 2021-08-26 → 2025-08-15
  Citizens Securities, Inc.
  Woburn, MA
  Providence, RI
  Johnston, RI
  Providence, RI
  Woburn, MA
  Johnston, RI
  Johnston, RI
  Johnston, RI
• 2020-08-04 → 2025-08-15
  Citizens Private Wealth
  Providence, RI
  Tarrytown, NY
  Johnston, RI
• 2015-05-01 → 2020-07-23
  Citizens Securities, Inc.
  Cumberland, RI
  Smithfield, RI
  Johnston, RI
  Smithfield, RI
  Smithfield, RI

Other Businesses

1. RI Trucking Association - Chair of Finance Sub-Committee; 1 hour/month. Start date: 02/2024. 2. Community Care Alliance - Position: Treasurer, - Type of Entity: Non Profit, - Responsibilities of Position: Serves as Treasurer of the organization. Has no access of control of bank accounts, investment accounts, cash or finances. Responsibilities are solely reporting and advise. - Monthly Compensation / Net Profit: $0. - Date of Initial Involvement: 6/18/2024. - Approximate Amount of time devoted on a Monthly Basis: 2 Hours every other Month. 3. Estate Planning Council of RI- Planning Committee Member Non-profit Plan networking events, schedule guest speakers Monthly Compensation: $0 Date of Initial Involvement: 12/09/2024 Approx amount of time/month: 2 hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-03-09
• S63 Uniform Securities Agent State Law Examination
  2014-07-02

Designations

Other Names

• Dallis Goodson
• Dallis Khane Goodson
• Dallis Goodson