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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2023-07-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank, N.A. | Johnston | RI | 07/2008 | 05/2023 |
| Citizens Securities, Inc | East Providence | RI | 04/2014 | 09/2019 |
| Citizens Securities, Inc | Westwood | MA | 02/2020 | 06/2023 |
| Jpmorgan Chase Bank (Ky) | Cranston | RI | 06/2023 | Present |
| J.P. Morgan Securities Llc | Cranston | RI | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-21 |
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