Cody Machie

Citizens Securities, Inc.

CRD 8171343

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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

Authority	Category	Status	Date
RI	RA	APPROVED	2026-08-24

RI RA
APPROVED

Since 2026-08-24

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

Organization	City	State	From	To
Citizens Securities, Inc.	Johnston	RI	06/2026	Present
Lifespan Corporation	Warwick	RI	12/2016	01/2022
Unemployed	Warwick	RI	10/2015	12/2016
Fidelity Investments	Smithfield	RI	11/2024	05/2026
Unemployed	Warwick	RI	01/2022	10/2024
Fidelity Brokerage Services, Llc	Smithfield	RI	01/2026	05/2026

06/2026 → Present

Citizens Securities, Inc.

Johnston, RI
12/2016 → 01/2022

Lifespan Corporation

Warwick, RI
10/2015 → 12/2016

Unemployed

Warwick, RI
11/2024 → 05/2026

Fidelity Investments

Smithfield, RI
01/2022 → 10/2024

Unemployed

Warwick, RI
01/2026 → 05/2026

Fidelity Brokerage Services, Llc

Smithfield, RI

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-08-24
S63	Uniform Securities Agent State Law Examination	2026-01-23

S65 Uniform Investment Adviser Law Examination

2026-08-24
S63 Uniform Securities Agent State Law Examination

2026-01-23

View on SEC IAPD

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