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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-06-03 |
| CT | RA | APPROVED | 2023-07-11 |
| TX | RA | APPROVED | 2023-07-11 |
Branch Locations
1 Citizens Bank Way, Johnston, RI 02919 • United States
450 Boston Post Road Ms: Ma310, Sudbury, MA 01776 • United States
159 Great Road, Stow, MA 01775 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank, Na | Boston | MA | 04/2018 | 06/2023 |
| Santander Securities, Llc | Dorchester | MA | 04/2018 | 01/2023 |
| Bank Of America | Woburn | MA | 07/2011 | 04/2018 |
| Santander Securities, Llc | Dorchester | MA | 01/2023 | 06/2023 |
| Citizens Securities, Inc. | Sudbury | MA | 06/2023 | Present |
1) Notary Public - zero compensation; zero hours/month; Start date - 11/14/2025. 2) Leena Srinivas Revocable Trust - trustee; zero compensation; 30 minutes/month; Start date - 06/01/2020. 3) Brook Run Condominium Trust - trustee; zero compensation; 30 minutes/month; Start date - 07/01/2019.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-31 |
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