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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-22 |
| WI | RA | APPROVED | 2026-07-21 |
| CT | RA | APPROVED | 2025-02-07 |
| ME | RA | APPROVED | 2025-02-07 |
| NH | RA | APPROVED | 2025-02-07 |
| RI | RA | APPROVED | 2025-02-07 |
| VT | RA | APPROVED | 2025-02-07 |
Branch Locations
One Lincoln Center 110 W Fayette St. Ste 1230, Ms: *Nys100, Syracuse, NY 13202 • United States
99 High Street Ms: Ma-325, Boston, MA 02110 • United States
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2020-11-13 |
Branch Locations
99 High Street, Boston, MA 02110 • United States
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Providence | RI | 07/2016 | Present |
| Citizens Private Wealth | Tarrytown | NY | 11/2020 | Present |
| Citizens Securities, Inc. | Boston | MA | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-10-30 |
| S65 | Uniform Investment Adviser Law Examination | 2006-12-23 |
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