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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-27 |
| MI | RA | APPROVED | 2025-11-14 |
| VT | RA | APPROVED | 2024-05-14 |
| FL | RA | APPROVED | 2021-07-06 |
| NY | RA | APPROVED | 2021-04-08 |
| OH | RA | APPROVED | 2020-12-09 |
| CT | RA | APPROVED | 2020-11-30 |
| NH | RA | APPROVED | 2020-11-30 |
| PA | RA | APPROVED | 2020-11-30 |
| RI | RA | APPROVED | 2020-11-30 |
Branch Locations
1 Citizens Bank Way, Johnston, RI 02919 • United States
One Citizens Way Ms: Ri322, Johnston, RI 02919 • United States
1495 Hartford Ave., Johnston, RI 02919 • United States
120 Atwood Ave. Ms: Ri-172, Cranston, RI 02920 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagamore Sales & Marketing | Warren | RI | 09/2017 | 11/2017 |
| Innova Surgical | Bradford | CT | 04/2017 | 11/2017 |
| Citizens Bank | Warwick | RI | 06/2015 | 04/2017 |
| Citizens Bank | 10 Tripps Lane | RI | 12/2017 | 06/2020 |
| Citizens Securities, Inc. | Cranston | RI | 12/2017 | 06/2020 |
| Citizens Securities, Inc. | Canton | MA | 06/2020 | 06/2021 |
| Citizens Bank | Warwick | MA | 06/2020 | 06/2021 |
| Citizens Securities, Inc. | Johnston | RI | 06/2021 | 01/2022 |
| Citizens Bank | Johnston | RI | 06/2021 | 01/2022 |
| Citizens Securities, Inc. | Cranston | RI | 01/2022 | 12/2022 |
| Citizens Securities, Inc. | Johnston | RI | 12/2022 | Present |
Notary Public. Responsibilities: Notarize Client Documents Monthly Compensation/Net Profit : $0.00 Approximate Time Devoted: 30 Times A month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-20 |
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