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Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-04-24
VA RA APPROVED 2025-03-14
AZ RA APPROVED 2025-02-26
NH RA APPROVED 2025-02-07
IN RA APPROVED 2025-02-04
CA RA APPROVED 2025-02-03
CT RA APPROVED 2025-02-03
FL RA APPROVED 2025-02-03
PA RA APPROVED 2025-02-03
RI RA APPROVED 2024-08-23
  • NC RA
    APPROVED
    Since 2025-04-24
  • VA RA
    APPROVED
    Since 2025-03-14
  • AZ RA
    APPROVED
    Since 2025-02-26
  • NH RA
    APPROVED
    Since 2025-02-07
  • IN RA
    APPROVED
    Since 2025-02-04
  • CA RA
    APPROVED
    Since 2025-02-03
  • CT RA
    APPROVED
    Since 2025-02-03
  • FL RA
    APPROVED
    Since 2025-02-03
  • PA RA
    APPROVED
    Since 2025-02-03
  • RI RA
    APPROVED
    Since 2024-08-23

Branch Locations

90 Sharon Street, Stoughton, MA 02072 • United States

300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • 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
Mcadam Llc Boston MA 12/2021 03/2023
Suffolk University Boston MA 08/2017 09/2021
Marshfield High School Marshfield MA 08/2013 06/2017
Green Harbor Marina Marshfield MA 05/2016 10/2020
Quench Juicery Scituate MA 10/2021 01/2022
Boston Sports Club Boston MA 11/2019 03/2020
Liquor License Advisor Marshfield MA 11/2020 05/2021
Triple Crown Consulting Portsmouth NH 10/2023 02/2024
Citizens Securities Inc. Stoughton MA 03/2024 Present
Rover Boston MA 02/2023 02/2024
  • 12/2021 → 03/2023
    Boston, MA
  • 08/2017 → 09/2021
    Suffolk University
    Boston, MA
  • 08/2013 → 06/2017
    Marshfield High School
    Marshfield, MA
  • 05/2016 → 10/2020
    Green Harbor Marina
    Marshfield, MA
  • 10/2021 → 01/2022
    Quench Juicery
    Scituate, MA
  • 11/2019 → 03/2020
    Boston Sports Club
    Boston, MA
  • 11/2020 → 05/2021
    Liquor License Advisor
    Marshfield, MA
  • 10/2023 → 02/2024
    Triple Crown Consulting
    Portsmouth, NH
  • 03/2024 → Present
    Stoughton, MA
  • 02/2023 → 02/2024
    Rover
    Boston, MA
Previous Registrations
  • 2022-03-01 → 2023-03-27
    Boston, MA
    Radnor, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-10-16
S65 Uniform Investment Adviser Law Examination 2022-02-18
  • S63 Uniform Securities Agent State Law Examination
    2024-10-16
  • S65 Uniform Investment Adviser Law Examination
    2022-02-18

View on SEC IAPD

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