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James Bolan

Citizens Securities, Inc.

Johnston, RI

Milford, CT

Branford, CT

Orange, CT

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Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-21
NY RA APPROVED 2025-05-21
CA RA APPROVED 2024-09-11
NC RA APPROVED 2024-01-02
CT RA APPROVED 2023-09-21
  • FL RA
    APPROVED
    Since 2026-08-21
  • NY RA
    APPROVED
    Since 2025-05-21
  • CA RA
    APPROVED
    Since 2024-09-11
  • NC RA
    APPROVED
    Since 2024-01-02
  • CT RA
    APPROVED
    Since 2023-09-21

Branch Locations

1 Citizens Bank Way, Johnston, RI 02919 • United States

123 Cherry Street Mailstop: Ct-724, Milford, CT 06460 • United States

332 East Main Street Mailstop: Ct-727, Branford, CT 06405 • United States

222 Boston Post Road Mailstop: Ct-209, Orange, CT 06477 • 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
Charles Schwab & Co., Inc. Scarsdale NY 11/2016 11/2018
Charles Schwab Bank Scarsdale NY 11/2016 11/2018
Sga Inc. (Stackhouse Garber Associates) New Canaan CT 03/2016 11/2016
Jp Morgan Securities, Llc New Haven CT 11/2018 09/2023
Jp Morgan Chase Bank, N.A. New Haven CT 11/2018 09/2023
Citizens Securities, Inc. Milford CT 09/2023 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-13
  • S66 Uniform Combined State Law Examination
    2017-03-13
Other Names
  • Jim P Bolan
  • James Bolan
  • James Phillip Bolan

View on SEC IAPD

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