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Citizens Securities, Inc. CRD 39550
$12.9B regulatory AUM 60,545 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-02-19 |
| DE | RA | APPROVED | 2025-02-10 |
| WV | RA | APPROVED | 2025-02-10 |
| NH | RA | APPROVED | 2025-02-07 |
| IA | RA | APPROVED | 2025-02-06 |
| SC | RA | APPROVED | 2025-02-05 |
| MI | RA | APPROVED | 2025-02-04 |
| FL | RA | APPROVED | 2025-02-03 |
| GA | RA | APPROVED | 2025-02-03 |
| IL | RA | APPROVED | 2025-02-03 |
| ME | RA | APPROVED | 2025-02-03 |
| VA | RA | APPROVED | 2025-02-03 |
| CO | RA | APPROVED | 2025-01-31 |
| CT | RA | APPROVED | 2025-01-31 |
| NJ | RA | APPROVED | 2025-01-31 |
| NY | RA | APPROVED | 2025-01-31 |
| NC | RA | APPROVED | 2025-01-31 |
| OH | RA | APPROVED | 2025-01-31 |
| PA | RA | APPROVED | 2025-01-31 |
| TX | RA | APPROVED | 2025-01-31 |
| RI | RA | APPROVED | 2024-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bishop Hendricken High School | Warwick | RI | 05/2014 | 05/2018 |
| University Of Tampa | Tampa | FL | 08/2018 | 05/2022 |
| Blu On The Water | East Greenwich | RI | 05/2018 | 08/2018 |
| Blu On The Water | East Greenwich | RI | 05/2019 | 08/2019 |
| United Postal Service | Warwick | RI | 12/2019 | 01/2020 |
| Safehouse | East Greenwich | RI | 05/2021 | 08/2021 |
| Safehouse | East Greenwich | RI | 05/2022 | 07/2022 |
| Fidelity Investments | Smithfield | RI | 08/2022 | 05/2023 |
| Tropical Smoothie Cafe | Tampa | FL | 08/2020 | 03/2021 |
| Citizens Securities, Inc. | Johnston | RI | 06/2024 | Present |
| Doordash | Warwick | RI | 05/2023 | 01/2024 |
| Self Employed | Warwick | RI | 01/2024 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-30 |
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