Best Investors Account Sign in

Kaitlyn Miller

Citizens Securities, Inc.

Cranston, RI

Johnston, RI

Claim This Profile
Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-06-03
  • RI RA
    APPROVED
    Since 2025-06-03

Branch Locations

965 Oaklawn Ave, Cranston, RI 02920 • United States

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
Smith Hill Partners Lincoln RI 01/2017 09/2017
Universal Wealth Management Cranston RI 01/2007 01/2023
J.P. Morgan Securities Llc Needham MA 02/2023 05/2025
Jpmorgan Chase Bank, N.A. Needham MA 02/2023 05/2025
Royal Alliance Associates, Inc Wayland MA 03/2018 01/2023
Citizens Securities Inc. Johnston RI 05/2025 Present
  • 01/2017 → 09/2017
    Smith Hill Partners
    Lincoln, RI
  • 01/2007 → 01/2023
    Universal Wealth Management
    Cranston, RI
  • 02/2023 → 05/2025
    J.P. Morgan Securities Llc
    Needham, MA
  • 02/2023 → 05/2025
    Jpmorgan Chase Bank, N.A.
    Needham, MA
  • 03/2018 → 01/2023
    Royal Alliance Associates, Inc
    Wayland, MA
  • 05/2025 → Present
    Citizens Securities Inc.
    Johnston, RI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-15
  • S66 Uniform Combined State Law Examination
    2022-07-15
Other Names
  • Kaitlyn Miller
  • Kaitlyn P Miller
  • Kait Miller
  • Kaitlyn Patricia Miller

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
EDWARD JONES
SOUND INCOME STRATEGIES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
ARMSTRONG ADVISORY GROUP INC.
THE CAPITAL GROUP
THE CAPITAL GROUP FIDUCIARY ADVISORS, LLC

Other Investors

ERIC ANTHONY MAJEWSKI
BRIAN JOSEPH PROPPE
BARBARA JEAN DELPONTE
Robert M Ashegh
Steven Joseph Grasso
MAXIMILIAN STEPHEN EPPLEY
Alexander Charles Hosey
Kenneth Richard Carnevale

Other Offices

LPL FINANCIAL LLC · CRANSTON, RI
LPL FINANCIAL LLC · CRANSTON, RI
EDWARD JONES · CRANSTON, RI
SOUND INCOME STRATEGIES, LLC · Cranston, RI
AMERIPRISE FINANCIAL SERVICES, LLC · Cranston, RI
J.P. MORGAN SECURITIES LLC · Cranston, RI
ARMSTRONG ADVISORY GROUP INC. · CRANSTON, RI
THE CAPITAL GROUP · CRANSTON, RI

More in Cranston, RI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor