Preston Franc Grundy

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

Current Registrations

Authority	Category	Status	Date
NH	RA	APPROVED	2024-08-07

Branch Locations

25 Walkers Brook Dr. Ms: Ma-290, Reading, MA 01867 • United States

80 Main Street, Ste. 3 Ms: Ma-084, North Reading, MA 01864 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Boston	MA	08/2022	07/2024
Elon University	Elon	NC	08/2018	05/2022
Weston High School	Weston	MA	08/2012	05/2018
The Ben And Tony Podcast	Elon	NC	12/2020	05/2021
Triumph Modular	Littleton	MA	05/2018	08/2018
Weston Golf Club	Weston	MA	06/2017	08/2017
Bank Of America N.A.	Boston	MA	11/2022	07/2024
Citizens Securities, Inc.	North Reading	MA	07/2024	Present

08/2022 → 07/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA
08/2018 → 05/2022

Elon University

Elon, NC
08/2012 → 05/2018

Weston High School

Weston, MA
12/2020 → 05/2021

The Ben And Tony Podcast

Elon, NC
05/2018 → 08/2018

Triumph Modular

Littleton, MA
06/2017 → 08/2017

Weston Golf Club

Weston, MA
11/2022 → 07/2024

Bank Of America N.A.

Boston, MA
07/2024 → Present

Citizens Securities, Inc.

North Reading, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-03-24