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Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2025-03-19
AZ RA APPROVED 2025-02-12
WV RA APPROVED 2025-02-10
FL RA APPROVED 2025-02-03
GA RA APPROVED 2025-02-03
NM RA APPROVED 2025-02-03
AL RA APPROVED 2025-01-31
CA RA APPROVED 2025-01-31
CO RA APPROVED 2025-01-31
CT RA APPROVED 2025-01-31
ME RA APPROVED 2025-01-31
MI RA APPROVED 2025-01-31
MN RA APPROVED 2025-01-31
NJ RA APPROVED 2025-01-31
NY RA APPROVED 2025-01-31
NC RA APPROVED 2025-01-31
OH RA APPROVED 2025-01-31
PA RA APPROVED 2025-01-31
RI RA APPROVED 2025-01-31
SC RA APPROVED 2025-01-31
VA RA APPROVED 2025-01-31
WA RA APPROVED 2025-01-31
NH RA APPROVED 2024-10-21
  • NV RA
    APPROVED
    Since 2025-03-19
  • AZ RA
    APPROVED
    Since 2025-02-12
  • WV RA
    APPROVED
    Since 2025-02-10
  • FL RA
    APPROVED
    Since 2025-02-03
  • GA RA
    APPROVED
    Since 2025-02-03
  • NM RA
    APPROVED
    Since 2025-02-03
  • AL RA
    APPROVED
    Since 2025-01-31
  • CA RA
    APPROVED
    Since 2025-01-31
  • CO RA
    APPROVED
    Since 2025-01-31
  • CT RA
    APPROVED
    Since 2025-01-31
  • ME RA
    APPROVED
    Since 2025-01-31
  • MI RA
    APPROVED
    Since 2025-01-31
  • MN RA
    APPROVED
    Since 2025-01-31
  • NJ RA
    APPROVED
    Since 2025-01-31
  • NY RA
    APPROVED
    Since 2025-01-31
  • NC RA
    APPROVED
    Since 2025-01-31
  • OH RA
    APPROVED
    Since 2025-01-31
  • PA RA
    APPROVED
    Since 2025-01-31
  • RI RA
    APPROVED
    Since 2025-01-31
  • SC RA
    APPROVED
    Since 2025-01-31
  • VA RA
    APPROVED
    Since 2025-01-31
  • WA RA
    APPROVED
    Since 2025-01-31
  • NH RA
    APPROVED
    Since 2024-10-21

Branch Locations

1 Citizens Bank Way, Johnston, RI 02919 • United States

1330 Boylston Street Ms: Ma-667, Chestnut Hill, MA 02467 • 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
Massmutual Life Insurance Co Boston MA 04/2023 12/2023
Mml Investors Services, Llc Boston MA 05/2023 12/2023
Kgi Consultants Needham MA 09/2018 04/2023
Jillson Company, Inc. Wayland MA 06/2022 06/2023
Mahoney Publishing Needham MA 06/2018 04/2023
Blue Ribbon Barbecue Newton MA 04/2015 09/2020
Citizens Securities, Inc. Chestnut Hill MA 03/2024 Present
  • 04/2023 → 12/2023
    Massmutual Life Insurance Co
    Boston, MA
  • 05/2023 → 12/2023
    Mml Investors Services, Llc
    Boston, MA
  • 09/2018 → 04/2023
    Kgi Consultants
    Needham, MA
  • 06/2022 → 06/2023
    Jillson Company, Inc.
    Wayland, MA
  • 06/2018 → 04/2023
    Mahoney Publishing
    Needham, MA
  • 04/2015 → 09/2020
    Blue Ribbon Barbecue
    Newton, MA
  • 03/2024 → Present
    Chestnut Hill, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-21
S63 Uniform Securities Agent State Law Examination 2023-07-14
  • S65 Uniform Investment Adviser Law Examination
    2024-10-21
  • S63 Uniform Securities Agent State Law Examination
    2023-07-14
Other Names
  • Timothy Igo

View on SEC IAPD

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