Best Investors
Account
Sign in
One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-04-13 |
| CT | RA | APPROVED | 2024-09-09 |
| NH | RA | APPROVED | 2024-09-09 |
| NJ | RA | APPROVED | 2024-09-09 |
| PA | RA | APPROVED | 2024-09-09 |
| VT | RA | APPROVED | 2024-09-09 |
| DE | RA | APPROVED | 2024-08-19 |
| FL | RA | APPROVED | 2022-10-17 |
| RI | RA | APPROVED | 2022-10-14 |
Branch Locations
1 Citizens Bank Way, Johnston, RI 02919 • United States
469 Pleasant Street, Attleboro, MA 02703 • United States
251 Washington Street Ms: Ma540, Attleboro, MA 02703 • United States
690 Depot Street, North Easton, MA 02356 • United States
206 East Washington Street, North Attleboro, MA 02763 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ideal Cleaning | Warwick | RI | 05/2013 | 04/2018 |
| Commonwealth Financial Network | Waltham | MA | 10/2017 | 11/2017 |
| Citizens Bank | East Providence | RI | 05/2018 | 04/2019 |
| Citizens Securities, Inc. | East Providence | RI | 05/2018 | 04/2019 |
| University Of Rhode Island | Kingston | RI | 09/2013 | 05/2017 |
| Santander Bank, Na | Boston | MA | 04/2019 | 08/2022 |
| Santander Securities, Llc | Dorchester | MA | 04/2019 | 08/2022 |
| Citizens Securities, Inc. | Johnston | RI | 08/2022 | 11/2023 |
| Citizens Securities, Inc. | Easton | MA | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-23 |
Reach out to this advisor