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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-08 |
| PA | RA | APPROVED | 2018-10-25 |
Branch Locations
One Lincoln Center 110 W Fayette St. Ste 1230, Ms: *Nys100, Syracuse, NY 13202 • United States
2833 Ridge Road West Ms: Nyr144, Rochester, NY 14626 • United States
3820 Dewey Avenue Ms: Nyr140, Rochester, NY 14616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Rochester | NY | 11/2015 | 03/2023 |
| Citizens Securities Inc. | Rochester | NY | 03/2023 | 07/2024 |
| Citizens Securities, Inc. | Rochester | NY | 07/2024 | Present |
Notary Public since January 2005 Power of Attorney for my husband Shawn Beldue as well as for my father. Dennis Boldt Supplemental Needs Trust - Trustee start date 4/23/2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-02 |
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