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Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2026-08-19
  • NH RA
    APPROVED
    Since 2026-08-19

Branch Locations

20 North Park Ave., Plymouth, MA 02360 • United States

300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • 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. Plymouth MA 06/2026 Present
Boston College Newton MA 08/2021 05/2025
Fidelity Investments Merrimack NH 07/2025 05/2026
Mgh Institute Of Health Professions Boston MA 12/2022 05/2023
Jewish Community Center Camp Grossman Dover MA 06/2023 08/2023
Mansfield High School Mansfield MA 09/2017 06/2021
Core Development & Management Foxboro MA 12/2023 08/2024
Boston College Newton MA 08/2023 05/2025
Ring Bros Marketplace Dennis MA 05/2025 07/2025
Playa Bowls Brighton MA 12/2022 02/2023
Nire Inc Harwich MA 06/2023 06/2023
Starbucks Foxboro MA 07/2020 08/2021
Qualters Middle School Mansfield MA 01/2015 08/2017
  • 06/2026 → Present
    Plymouth, MA
  • 08/2021 → 05/2025
    Boston College
    Newton, MA
  • 07/2025 → 05/2026
    Fidelity Investments
    Merrimack, NH
  • 12/2022 → 05/2023
    Mgh Institute Of Health Professions
    Boston, MA
  • 06/2023 → 08/2023
    Jewish Community Center Camp Grossman
    Dover, MA
  • 09/2017 → 06/2021
    Mansfield High School
    Mansfield, MA
  • 12/2023 → 08/2024
    Core Development & Management
    Foxboro, MA
  • 08/2023 → 05/2025
    Boston College
    Newton, MA
  • 05/2025 → 07/2025
    Ring Bros Marketplace
    Dennis, MA
  • 12/2022 → 02/2023
    Playa Bowls
    Brighton, MA
  • 06/2023 → 06/2023
    Nire Inc
    Harwich, MA
  • 07/2020 → 08/2021
    Starbucks
    Foxboro, MA
  • 01/2015 → 08/2017
    Qualters Middle School
    Mansfield, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-19
S63 Uniform Securities Agent State Law Examination 2025-10-30
  • S65 Uniform Investment Adviser Law Examination
    2026-08-19
  • S63 Uniform Securities Agent State Law Examination
    2025-10-30

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