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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-03-19 |
| FL | RA | APPROVED | 2025-01-24 |
| PA | RA | APPROVED | 2024-11-01 |
| NY | RA | APPROVED | 2023-03-13 |
| DC | RA | APPROVED | 2023-02-22 |
| MD | RA | APPROVED | 2023-01-31 |
| VA | RA | APPROVED | 2022-12-12 |
Branch Locations
1700 Diagonal Road Ms: Va006, Alexandria, VA 22314 • United States
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
1401 I Street N.W., Suite 110 Ms: Dc019, Washington, DC 20005 • United States
8252 Georgia Avenue Ms: Md018, Silver Spring, MD 20910 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 03/2016 | 08/2022 |
| Bank Of America, N.A. | Washington | DC | 06/2016 | 08/2022 |
| Georgetown | Washington | DC | 08/2022 | 12/2022 |
| Citizens Securities, Inc. | Washington | DC | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-28 |
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