Best Investors Account Sign in
Current Employers
Citizens Securities, Inc.

One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2026-07-21
CA RA APPROVED 2026-01-23
WV RA APPROVED 2026-01-22
IL RA APPROVED 2025-11-18
NY RA APPROVED 2025-11-17
ME RA APPROVED 2025-08-22
AZ RA APPROVED 2025-07-08
SC RA APPROVED 2025-03-18
DC RA APPROVED 2025-02-20
FL RA APPROVED 2025-02-03
GA RA APPROVED 2025-02-03
HI RA APPROVED 2025-02-03
PA RA APPROVED 2025-02-03
VA RA APPROVED 2025-02-03
MD RA APPROVED 2025-01-31
NJ RA APPROVED 2025-01-31
NC RA APPROVED 2025-01-31
TX RA APPROVED_RES 2025-01-31
DE RA APPROVED 2021-01-25
  • KS RA
    APPROVED
    Since 2026-07-21
  • CA RA
    APPROVED
    Since 2026-01-23
  • WV RA
    APPROVED
    Since 2026-01-22
  • IL RA
    APPROVED
    Since 2025-11-18
  • NY RA
    APPROVED
    Since 2025-11-17
  • ME RA
    APPROVED
    Since 2025-08-22
  • AZ RA
    APPROVED
    Since 2025-07-08
  • SC RA
    APPROVED
    Since 2025-03-18
  • DC RA
    APPROVED
    Since 2025-02-20
  • FL RA
    APPROVED
    Since 2025-02-03
  • GA RA
    APPROVED
    Since 2025-02-03
  • HI RA
    APPROVED
    Since 2025-02-03
  • PA RA
    APPROVED
    Since 2025-02-03
  • VA RA
    APPROVED
    Since 2025-02-03
  • MD RA
    APPROVED
    Since 2025-01-31
  • NJ RA
    APPROVED
    Since 2025-01-31
  • NC RA
    APPROVED
    Since 2025-01-31
  • TX RA
    APPROVED_RES
    Since 2025-01-31
  • DE RA
    APPROVED
    Since 2021-01-25

Branch Locations

779 North Dupont Highway Mailstop: 01B-0026, Dover, DE 19901 • United States

300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citizens Bank Dover DE 01/2018 01/2021
Citizens Bank Smyrna DE 11/2014 01/2018
Citizens Securities, Inc. Dover DE 02/2018 12/2020
Citizens Securities, Inc. Dover DE 01/2021 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-04
S63 Uniform Securities Agent State Law Examination 2018-04-02
  • S65 Uniform Investment Adviser Law Examination
    2019-11-04
  • S63 Uniform Securities Agent State Law Examination
    2018-04-02

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Dover, DE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor