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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-06 |
| PA | RA | APPROVED | 2026-07-03 |
| NY | RA | APPROVED | 2026-03-16 |
Branch Locations
One Lincoln Center 110 W Fayette St. Ste 1230, Ms: *Nys100, Syracuse, NY 13202 • United States
2040 George Urban Blvd Ms: Nyr151, Depew, NY 14043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Buffalo | NY | 07/2022 | 01/2026 |
| J.P. Morgan Securities Llc | Buffalo | NY | 07/2022 | 01/2026 |
| Bank Of America | Kenmore | NY | 11/2018 | 06/2022 |
| Wegmans | Amherst | NY | 02/2022 | 08/2022 |
| Amazon | Lancaster | NY | 10/2020 | 02/2021 |
| Northwest Bank | Williamsville | NY | 04/2018 | 11/2018 |
| Geico | Getzville | NY | 07/2017 | 02/2018 |
| Panera Bread | Amherst | NY | 01/2017 | 08/2017 |
| Five Star Bank | Williasmville | NY | 06/2016 | 12/2016 |
| Wendcentral | Amherst | NY | 11/2017 | 12/2017 |
| Unemployed | Buffalo | NY | 03/2018 | 03/2018 |
| Citizens Securities, Inc. | Depew | NY | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-22 |
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