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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-09 |
| CA | RA | APPROVED | 2026-06-08 |
| NJ | RA | APPROVED | 2026-06-08 |
| NY | RA | APPROVED | 2026-06-08 |
| PA | RA | APPROVED | 2026-06-08 |
| CT | RA | APPROVED | 2026-06-06 |
Branch Locations
250 W 57Th Street Ny356, New York, NY 10107 • United States
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
59 Broad Street Mailstop: Ct-314, Stamford, CT 06901 • United States
53 Greenwich Ave Mailstop: Ct-315, Greenwich, CT 06830 • United States
67 Purchase St Ms: Ny351, Rye, NY 10580 • United States
1 City Place Ms: Ny309, White Plains, NY 10601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Bank | New York | NY | 05/2015 | 06/2023 |
| First Republic Securities Company, Llc | San Francisco | CA | 05/2015 | 06/2023 |
| Pgb Securities Llc | Bedminster | NJ | 01/2024 | 04/2026 |
| Peapack-Gladstone Bank | Bedminster | NJ | 06/2023 | 04/2026 |
| Citizens Securities, Inc. | New York | NY | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-15 |
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