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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-04-15 |
| MD | RA | APPROVED | 2025-03-17 |
| VA | RA | APPROVED | 2024-11-06 |
| NC | RA | APPROVED | 2024-11-05 |
Branch Locations
20 Corporate Woods Blvd, Suite 302 Ms: Nyac10, Albany, NY 12211 • United States
800 North Glebe Road Ms: Va007, Arlington, VA 22203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2018 | 09/2019 |
| Massmutual Carolinas | Charlotte | NC | 10/2016 | 02/2018 |
| Unemployed | Charlotte | NC | 03/2016 | 10/2016 |
| Wells Fargo Clearing Services | Charlotte | NC | 09/2019 | 04/2022 |
| Equitable Advisors, Llc | New York | NY | 05/2022 | 11/2024 |
| Citizens Securities, Inc | Westwood | MA | 11/2024 | Present |
| Citizens Bank | Arlington | VA | 11/2024 | Present |
Acatenango LC PO Box 42915 Charlotte, NC 28215. Rental Property; non investment related; Owner; Start Date- 07/17/2023; 0 hr per month; $1700 per month; Duties- repair and tenant screening.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-11 |
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