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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-01-07 |
| SC | RA | APPROVED | 2025-05-12 |
| CA | RA | APPROVED | 2025-05-08 |
| CT | RA | APPROVED | 2025-05-08 |
| FL | RA | APPROVED | 2025-05-08 |
| NY | RA | APPROVED | 2025-05-08 |
| PA | RA | APPROVED | 2025-05-08 |
| RI | RA | APPROVED | 2024-11-06 |
Branch Locations
One Citizens Plaza, Providence, RI 02903 • United States
One Lincoln Center 110 W Fayette St. Ste 1230, Ms: *Nys100, Syracuse, NY 13202 • United States
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2019-10-25 |
Branch Locations
1 disclosure category 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 Bank | Providence | RI | 05/2017 | Present |
| Magellan Jets, Llc | Quincy | MA | 07/2016 | 05/2017 |
| Citizens Securities, Inc. | Providence | RI | 10/2024 | Present |
| Citizens Private Wealth | Providence | RI | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-05 |
| S65 | Uniform Investment Adviser Law Examination | 2019-10-14 |
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