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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-22 |
| CA | RA | APPROVED | 2025-03-10 |
| SC | RA | APPROVED | 2024-12-20 |
| AZ | RA | APPROVED | 2024-01-23 |
| FL | RA | APPROVED | 2023-12-13 |
| ME | RA | APPROVED | 2023-12-12 |
| MI | RA | APPROVED | 2023-12-12 |
| RI | RA | APPROVED | 2023-12-12 |
| TX | RA | APPROVED | 2023-12-12 |
| NJ | RA | APPROVED | 2023-06-08 |
| NH | RA | APPROVED | 2023-04-25 |
Branch Locations
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
45 Essex Street Nj181, Millburn, NJ 07041 • United States
2 Commerce Blvd Ms: Nj199, Succasunna, NJ 07876 • United States
24 E Northfield Rd Nj156, Livingston, NJ 07039 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tapfin/Ey | Secaucus | NJ | 09/2017 | 10/2017 |
| Tapfin/Ey | Secaucus | NJ | 10/2017 | 12/2017 |
| Pirs Capital | New York | NY | 06/2017 | 09/2017 |
| Td Bank | Jersey City | NJ | 08/2008 | 06/2017 |
| Fidelity Brokerage Services Llc | Wayne | NJ | 01/2018 | 09/2022 |
| Missionsquare Investment Services | Washington | DC | 09/2022 | 04/2023 |
| Missionsquare Retirement | Washington | DC | 09/2022 | 04/2023 |
| Citizens Securities, Inc. | Livingston | NJ | 04/2023 | Present |
Marcelo Nieto Estate- Administrator Coordinate all matters related to settling The Estate of Marcelo Nieto- Father Monthly Compensation: $0 Date of Initial Involvement: Start date pending Approx amount of time/month: 8-10 hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-02 |
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