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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-23 |
| DC | RA | APPROVED | 2026-04-23 |
| VT | RA | APPROVED | 2026-04-16 |
| GA | RA | APPROVED | 2026-04-14 |
| NV | RA | APPROVED | 2026-04-14 |
| OH | RA | APPROVED | 2026-04-14 |
| CT | RA | APPROVED | 2026-04-13 |
| MD | RA | APPROVED | 2026-04-13 |
| NJ | RA | APPROVED | 2026-04-13 |
| SC | RA | APPROVED | 2026-04-13 |
| WI | RA | APPROVED | 2026-04-13 |
| FL | RA | APPROVED | 2025-03-27 |
| NC | RA | APPROVED | 2025-03-27 |
| CA | RA | APPROVED | 2025-03-26 |
| IL | RA | APPROVED | 2025-03-26 |
| MI | RA | APPROVED | 2025-03-26 |
| MS | RA | APPROVED | 2025-03-26 |
| OR | RA | APPROVED | 2025-03-26 |
| PA | RA | APPROVED | 2025-03-26 |
| TX | RA | APPROVED | 2025-03-26 |
| VA | RA | APPROVED | 2025-03-26 |
| NY | RA | APPROVED | 2025-03-24 |
Branch Locations
One Lincoln Center 110 W Fayette St. Ste 1230, Ms: *Nys100, Syracuse, NY 13202 • United States
300 Airborne Parkway Suite 130, Buffalo, NY 14225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services | Brooklyn | OH | 02/2023 | 10/2024 |
| Key Bank National Association | North Tonawanda | NY | 01/2023 | 10/2024 |
| Hsbc | Buffalo | NY | 10/2018 | 02/2023 |
| Northwest Bank | Orchard Park | NY | 06/2018 | 09/2018 |
| Hobart & William Smith Colleges | Geneva | NY | 08/2014 | 05/2018 |
| Collins & Collins Llc | Buffalo | NY | 12/2016 | 01/2017 |
| Citizens Securities, Inc. | Buffalo | NY | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-10 |
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