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Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-08
NH RA APPROVED 2026-01-06
  • FL RA
    APPROVED
    Since 2026-01-08
  • NH RA
    APPROVED
    Since 2026-01-06

Branch Locations

160 Winthrop Ave Ma746, Lawrence, MA 01843 • United States

757 Turnpike Street Ms: Ma-139, North Andover, MA 01845 • United States

295 Main Street Ms: Ma-097, Tewksbury, MA 01876 • United States

6 Russell Street Ms: Ma606, Woburn, MA 01801 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Lynnfield MA 11/2022 08/2023
Jpmorgan Chase Bank, N.A. Lynnfield MA 11/2022 08/2023
Brookline Bank Medford MA 09/2022 10/2022
Coinbase San Francisco CA 02/2022 06/2022
Top Shelf Staffing New York NY 09/2016 03/2019
Santander Bank Seabrook NH 09/2019 03/2022
Jewish Community Centers Of Greater Boston Newton MA 08/2019 08/2019
Tapestry, Inc. New York NY 02/2019 08/2019
Greater Boston Stage Company Stoneham MA 01/2020 03/2020
The Dance Inn, Inc. Lexington MA 01/2020 10/2020
Entertainment Live Events Llc Beverly MA 05/2016 09/2022
Refine Dance Studio Danvers MA 07/2020 08/2023
Citizens Securities, Inc Westwood MA 08/2023 01/2026
Citizens Bank, N/A Danvers MA 08/2023 01/2026
Citizens Securities, Inc. Tewksbury MA 01/2026 Present
  • 11/2022 → 08/2023
    J.P. Morgan Securities Llc
    Lynnfield, MA
  • 11/2022 → 08/2023
    Jpmorgan Chase Bank, N.A.
    Lynnfield, MA
  • 09/2022 → 10/2022
    Brookline Bank
    Medford, MA
  • 02/2022 → 06/2022
    Coinbase
    San Francisco, CA
  • 09/2016 → 03/2019
    Top Shelf Staffing
    New York, NY
  • 09/2019 → 03/2022
    Santander Bank
    Seabrook, NH
  • 08/2019 → 08/2019
    Jewish Community Centers Of Greater Boston
    Newton, MA
  • 02/2019 → 08/2019
    Tapestry, Inc.
    New York, NY
  • 01/2020 → 03/2020
    Greater Boston Stage Company
    Stoneham, MA
  • 01/2020 → 10/2020
    The Dance Inn, Inc.
    Lexington, MA
  • 05/2016 → 09/2022
    Entertainment Live Events Llc
    Beverly, MA
  • 07/2020 → 08/2023
    Refine Dance Studio
    Danvers, MA
  • 08/2023 → 01/2026
    Westwood, MA
  • 08/2023 → 01/2026
    Citizens Bank, N/A
    Danvers, MA
  • 01/2026 → Present
    Tewksbury, MA
Other Businesses

Refine Dance Studio - Teach tap dancing and help with marketing for family business. Name of OBA: Refine Dance Studio, Position: Teacher, Type of Entity: Corporation, Responsibilities of Position: Family owned business, my wife owns. I teach a few times a week, no ownership responsibilities, Monthly Compensation / Net Profit: $800, Date of Initial Involvement: 09/01/2020, Approximate Amount of Time Devoted on a Monthly Basis: 4-5 hours a week at night.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-27
S63 Uniform Securities Agent State Law Examination 2023-02-07
  • S65 Uniform Investment Adviser Law Examination
    2025-09-27
  • S63 Uniform Securities Agent State Law Examination
    2023-02-07
Other Names
  • David N Visini

View on SEC IAPD

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