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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
Branch Locations
90 Sharon Street, Stoughton, MA 02072 • United States
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-10-16 |
| S65 | Uniform Investment Adviser Law Examination | 2022-02-18 |
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