William Dinneny

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2024-06-04

Branch Locations

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

Organization	City	State	From	To
First Republic Securities Company, Llc	New York	NY	03/2022	06/2023
First Republic Investment Management, Inc.	New York	NY	06/2019	06/2023
First Republic Bank	New York	NY	01/2019	02/2022
Manhattan College	Bronx	NY	08/2015	05/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Red Bank	NJ	06/2023	04/2024
Ocean Grove Condo Association	Long Branch	NJ	05/2017	08/2017
Bank Of America, N.A.	Red Bank	NJ	07/2023	04/2024
Citizens Bank	New York	NY	05/2024	Present
Citizens Securities, Inc.	New York	NY	05/2024	Present

03/2022 → 06/2023

First Republic Securities Company, Llc

New York, NY
06/2019 → 06/2023

First Republic Investment Management, Inc.

New York, NY
01/2019 → 02/2022

First Republic Bank

New York, NY
08/2015 → 05/2019

Manhattan College

Bronx, NY
06/2023 → 04/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Red Bank, NJ
05/2017 → 08/2017

Ocean Grove Condo Association

Long Branch, NJ
07/2023 → 04/2024

Bank Of America, N.A.

Red Bank, NJ
05/2024 → Present

Citizens Bank

New York, NY
05/2024 → Present

Citizens Securities, Inc.

New York, NY

2023-07-05 → 2024-04-19

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Red Bank, NJ
2022-06-06 → 2023-06-20

J.P. Morgan Private Wealth Advisors Llc

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-06-03

Other Firms