Best Investors Account Sign in
Claim This Profile
Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-10-06
NH RA APPROVED 2021-10-05
RI RA APPROVED 2017-06-01
  • NC RA
    APPROVED
    Since 2021-10-06
  • NH RA
    APPROVED
    Since 2021-10-05
  • RI RA
    APPROVED
    Since 2017-06-01

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
Citizens Securities, Inc. Riverside RI 05/2016 12/2017
Citizens Bank Riverside RI 05/2016 12/2017
Citizens Securities Inc. Stoughton MA 12/2017 11/2020
Citizens Bank Stoughton MA 12/2017 11/2020
Citizens Securities, Inc. Franklin MA 11/2020 09/2024
Citizens Securities, Inc. Johnston RI 09/2024 Present
Other Businesses

Rental/ Airbnb- Owner LLC Responsibilities: Renting and promoting property for Airbnb and other rental websites. Date of Initial Involvement: 03/25/2026 Approximate amount of time/month: 1-2 hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-05-31
S63 Uniform Securities Agent State Law Examination 2015-11-04
  • S65 Uniform Investment Adviser Law Examination
    2017-05-31
  • S63 Uniform Securities Agent State Law Examination
    2015-11-04
Other Names
  • Jennifer Ann Lorman

View on SEC IAPD

More in Johnston, RI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor