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Kelley Elizabeth Mcsparren

Citizens Securities, Inc.

Johnston, RI

CRD 7683282

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Employer firm

Citizens Securities, Inc. CRD 39550

$12.9B regulatory AUM 60,545 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • PARTICIPATE IN WRAP FEE PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2025-07-15
AZ RA APPROVED 2025-07-08
MT RA APPROVED 2025-07-07
NV RA APPROVED 2025-06-25
FL RA APPROVED 2025-06-24
GA RA APPROVED 2025-06-24
NJ RA APPROVED 2025-06-24
VT RA APPROVED 2025-06-24
CO RA APPROVED 2025-06-23
CT RA APPROVED 2025-06-23
DE RA APPROVED 2025-06-23
IL RA APPROVED 2025-06-23
IA RA APPROVED 2025-06-23
ME RA APPROVED 2025-06-23
MD RA APPROVED 2025-06-23
MI RA APPROVED 2025-06-23
NH RA APPROVED 2025-06-23
NY RA APPROVED 2025-06-23
NC RA APPROVED 2025-06-23
PA RA APPROVED 2025-06-23
SC RA APPROVED 2025-06-23
TX RA APPROVED 2025-06-23
VA RA APPROVED 2025-06-23
WA RA APPROVED 2025-06-23
WI RA APPROVED 2025-06-23
RI RA APPROVED 2025-05-28
  • DC RA
    APPROVED
    Since 2025-07-15
  • AZ RA
    APPROVED
    Since 2025-07-08
  • MT RA
    APPROVED
    Since 2025-07-07
  • NV RA
    APPROVED
    Since 2025-06-25
  • FL RA
    APPROVED
    Since 2025-06-24
  • GA RA
    APPROVED
    Since 2025-06-24
  • NJ RA
    APPROVED
    Since 2025-06-24
  • VT RA
    APPROVED
    Since 2025-06-24
  • CO RA
    APPROVED
    Since 2025-06-23
  • CT RA
    APPROVED
    Since 2025-06-23
  • DE RA
    APPROVED
    Since 2025-06-23
  • IL RA
    APPROVED
    Since 2025-06-23
  • IA RA
    APPROVED
    Since 2025-06-23
  • ME RA
    APPROVED
    Since 2025-06-23
  • MD RA
    APPROVED
    Since 2025-06-23
  • MI RA
    APPROVED
    Since 2025-06-23
  • NH RA
    APPROVED
    Since 2025-06-23
  • NY RA
    APPROVED
    Since 2025-06-23
  • NC RA
    APPROVED
    Since 2025-06-23
  • PA RA
    APPROVED
    Since 2025-06-23
  • SC RA
    APPROVED
    Since 2025-06-23
  • TX RA
    APPROVED
    Since 2025-06-23
  • VA RA
    APPROVED
    Since 2025-06-23
  • WA RA
    APPROVED
    Since 2025-06-23
  • WI RA
    APPROVED
    Since 2025-06-23
  • RI RA
    APPROVED
    Since 2025-05-28

Branch Locations

1 Citizens Bank Way, Johnston, RI 02919 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Scandanavian Sun Tanning Salon Middletown RI 06/2015 04/2018
Aaa Northeast Providence RI 10/2020 01/2024
Brahmin Leather Works Inc Newport RI 10/2018 10/2018
Island Surf And Sport Middletown RI 05/2014 09/2016
Hotel Viking Newport RI 11/2018 12/2018
Fidelity Investments Smithfield RI 02/2024 01/2025
Dsw Designer Shoe Warehouse Newport RI 03/2018 05/2018
Luminous Energy Providence RI 10/2018 11/2018
Sole Desire Newport RI 04/2016 09/2016
T.J. Maxx And Homegoods Newport RI 08/2020 10/2020
Sunglass Hut Braintree MA 10/2017 02/2018
Fashion Accessories First - F.A.F Greenville RI 12/2018 07/2020
Newport Classic Cruises Newport RI 06/2018 11/2020
The Flop Up Shop Newport RI 04/2016 09/2016
Citizens Securities, Inc. Johnston RI 03/2025 Present
Venning Advisors Warwick RI 02/2025 03/2025
  • 06/2015 → 04/2018
    Scandanavian Sun Tanning Salon
    Middletown, RI
  • 10/2020 → 01/2024
    Aaa Northeast
    Providence, RI
  • 10/2018 → 10/2018
    Brahmin Leather Works Inc
    Newport, RI
  • 05/2014 → 09/2016
    Island Surf And Sport
    Middletown, RI
  • 11/2018 → 12/2018
    Hotel Viking
    Newport, RI
  • 02/2024 → 01/2025
    Fidelity Investments
    Smithfield, RI
  • 03/2018 → 05/2018
    Dsw Designer Shoe Warehouse
    Newport, RI
  • 10/2018 → 11/2018
    Luminous Energy
    Providence, RI
  • 04/2016 → 09/2016
    Sole Desire
    Newport, RI
  • 08/2020 → 10/2020
    T.J. Maxx And Homegoods
    Newport, RI
  • 10/2017 → 02/2018
    Sunglass Hut
    Braintree, MA
  • 12/2018 → 07/2020
    Fashion Accessories First - F.A.F
    Greenville, RI
  • 06/2018 → 11/2020
    Newport Classic Cruises
    Newport, RI
  • 04/2016 → 09/2016
    The Flop Up Shop
    Newport, RI
  • 03/2025 → Present
    Citizens Securities, Inc.
    Johnston, RI
  • 02/2025 → 03/2025
    Venning Advisors
    Warwick, RI
Other Businesses

Island Time Catering Co- Taco Cart Catering Company Responsibilities: Set up and run Taco cart station at catering events Monthly Compensation: $500 Date of Initial Involvement: 03/10/2025 Approx amount of time/month: 16 hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-28
S63 Uniform Securities Agent State Law Examination 2024-09-06
  • S65 Uniform Investment Adviser Law Examination
    2025-05-28
  • S63 Uniform Securities Agent State Law Examination
    2024-09-06
Other Names
  • Kelley Msparren
  • Kelley Mcsparren

View on SEC IAPD

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