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Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-04-30
NY RA APPROVED 2024-04-30
  • NJ RA
    APPROVED
    Since 2024-04-30
  • NY RA
    APPROVED
    Since 2024-04-30

Branch Locations

1301 Avenue Of The Americas, 2Nd Floor, New York, NY 10019 • 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
First Republic Investment Management, Inc. New York NY 03/2021 09/2023
First Republic Securities Company, Llc New York NY 08/2022 09/2023
Zita's Homemade Ice Cream New Providence NJ 08/2013 10/2020
Fairleigh Dickenson University Madison NJ 08/2017 05/2020
Fairleigh Dickenson University Madison NJ 08/2020 05/2021
Raritan Valley Community College Somerset NJ 08/2015 05/2017
J.P. Morgan Securities Llc New York NY 09/2023 04/2024
Jp Morgan Chase Bank, N.A. New York NY 10/2023 04/2024
Citizens Securities, Inc. New York NY 04/2024 Present
  • 03/2021 → 09/2023
    First Republic Investment Management, Inc.
    New York, NY
  • 08/2022 → 09/2023
    First Republic Securities Company, Llc
    New York, NY
  • 08/2013 → 10/2020
    Zita's Homemade Ice Cream
    New Providence, NJ
  • 08/2017 → 05/2020
    Fairleigh Dickenson University
    Madison, NJ
  • 08/2020 → 05/2021
    Fairleigh Dickenson University
    Madison, NJ
  • 08/2015 → 05/2017
    Raritan Valley Community College
    Somerset, NJ
  • 09/2023 → 04/2024
    J.P. Morgan Securities Llc
    New York, NY
  • 10/2023 → 04/2024
    Jp Morgan Chase Bank, N.A.
    New York, NY
  • 04/2024 → Present
    New York, NY
Previous Registrations
  • 2023-05-26 → 2024-05-15
    J.P. Morgan Private Wealth Advisors Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-25
  • S66 Uniform Combined State Law Examination
    2023-05-25
Other Names
  • Teagan Haddad
  • Teagan Margaret Haddad

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