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Christopher Anton Valley

Citizens Securities, Inc.

Westwood, MA

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Current Employers
Citizens Securities, Inc.

One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2024-08-05
  • RI RA
    APPROVED
    Since 2024-08-05

Branch Locations

200 Station Drive, Westwood, MA 02090 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Keybanc Capital Markets Inc. Boston MA 11/2021 06/2024
Assetmark, Inc. Concord CA 05/2021 11/2021
Assetmark, Inc. Concord CA 11/2018 05/2021
Deloitte Consulting, Llp Boston MA 07/2017 11/2018
Unemployed Hanson MA 05/2017 07/2017
Full-Time Education - Bentley University Waltham MA 08/2014 05/2017
Citizens Bank Westwood MA 07/2024 Present
Citizens Securities, Inc. Westwood MA 08/2024 Present
  • 11/2021 → 06/2024
    Keybanc Capital Markets Inc.
    Boston, MA
  • 05/2021 → 11/2021
    Assetmark, Inc.
    Concord, CA
  • 11/2018 → 05/2021
    Assetmark, Inc.
    Concord, CA
  • 07/2017 → 11/2018
    Deloitte Consulting, Llp
    Boston, MA
  • 05/2017 → 07/2017
    Unemployed
    Hanson, MA
  • 08/2014 → 05/2017
    Full-Time Education - Bentley University
    Waltham, MA
  • 07/2024 → Present
    Citizens Bank
    Westwood, MA
  • 08/2024 → Present
    Citizens Securities, Inc.
    Westwood, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-03-28
  • S63 Uniform Securities Agent State Law Examination
    2022-03-28
Designations
Other Names
  • Christopher Valley

View on SEC IAPD

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LPL FINANCIAL LLC · WESTWOOD, MA
MODERA WEALTH MANAGEMENT, LLC · WESTWOOD, MA
STAGE HARBOR FINANCIAL · WESTWOOD, MA
SAVANT WEALTH MANAGEMENT · Westwood, MA
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