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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-12 |
Branch Locations
777 S Flagler Drive Suite #142, West Palm Beach, FL 33401 • United States
5 Eastview Mall Ms: Nyr129, Victor, NY 14564 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Rochester | NY | 03/2018 | 02/2019 |
| Citizens Securities, Inc. | Syracuse | NY | 03/2018 | 02/2019 |
| J.P. Morgan Securities, Llc | Fairport | NY | 07/2019 | 07/2021 |
| Jpmorgan Chase Bank, N.A. | Fairport | NY | 02/2019 | 07/2021 |
| Irondequoit Wellness Center/ Failing Chiropractic | Irondequoit | NY | 05/2016 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 07/2021 | 09/2022 |
| Wells Fargo Clearing Services, Llc | Oakton | VA | 03/2024 | 08/2024 |
| Wells Fargo Bank, Na | Oakton | VA | 03/2024 | 08/2024 |
| Bank Of America | Washington | DC | 10/2022 | 03/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 08/2024 | 01/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Victor | NY | 01/2025 | 05/2026 |
| Citizens Securities, Inc | Westwood | MA | 05/2026 | Present |
| Citizens Bank | Victor | NY | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-29 |
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