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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-08 |
| NH | RA | APPROVED | 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
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-07 |
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