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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2024-05-28 |
Branch Locations
622 Taunton Avenue, East Providence, RI 02914 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Securities, Llc | Fairhaven | MA | 12/2015 | 11/2018 |
| Citizens Bank | Providence | RI | 11/2018 | 11/2021 |
| Citizens Securities, Inc. | Johnston | RI | 11/2021 | 05/2023 |
| Boston Harbor Wealth Advisors | Westborough | MA | 05/2023 | 05/2024 |
| Raymond James Financial Services, Inc. | Westborough | MA | 05/2023 | 05/2024 |
| Raymond James Financial Services Advisors, Inc. | Westborough | MA | 05/2023 | 05/2024 |
| Crux Wealth Advisors | Westborough | ME | 05/2023 | 05/2024 |
| Citizens Securities, Inc. | Johnston | RI | 05/2024 | 07/2026 |
| Citizens Bank | East Providence | RI | 07/2026 | Present |
| Citizens Securities, Inc. | East Providence | RI | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-10 |
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