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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-02-18 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Investment Services | Riverside | RI | 05/2017 | 02/2020 |
| Pawtucket Credit Union | Pawtucket | RI | 02/2017 | 04/2017 |
| Unemployed | Pawtucket | RI | 11/2016 | 01/2017 |
| Bank Of America | Lincoln | RI | 12/2014 | 10/2016 |
| Citizens Securities, Inc. | Johnston | RI | 02/2020 | 05/2024 |
| Citizens Securities, Inc. | Johnston | RI | 05/2024 | Present |
1. Graduate Hotel Providence - night auditor; 64 hours per month; start date 05/2023. 2. Name of OBA: ALC Real Estate Position: Landlord / Manager / Owner Type of Entity: Sole Proprietorship Responsibilities of Position: Manage two multi home rentals, 142 W Clifford Street Providence RI 02907 and 538 Willow Street Woonsocket RI 02895 Monthly Compensation / Net Profit: $6,120 Date of Initial Involvement: 07/01/2025 Approximate Amount of Time Devoted on a Monthly Basis: 5 Hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-29 |
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