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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-13 |
| CT | RA | APPROVED | 2026-04-10 |
| NH | RA | APPROVED | 2026-04-10 |
| RI | RA | APPROVED | 2025-08-04 |
Branch Locations
51 Main Street Mailstop: Ri-026, Wakefield, RI 02891 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Indulge Coffee Co. | Stonington | CT | 06/2016 | 08/2018 |
| Hall Law & Associates | Westerly | RI | 09/2017 | 07/2018 |
| Hall Law & Associates | Westerly | RI | 01/2020 | 08/2020 |
| Hall Law & Associates | Westerly | RI | 01/2022 | 06/2022 |
| Shelter Harbor Golf Club | Charlestown | RI | 07/2020 | 12/2020 |
| Seven Hills Foundation | Cranston | RI | 02/2021 | 06/2023 |
| Three Rivers Middle Colleg Magnet High School | Norwhich | CT | 08/2016 | 06/2018 |
| Ocean House | Westerly | RI | 12/2018 | 08/2019 |
| University Of Rhode Island | Kingston | RI | 08/2018 | 05/2023 |
| Fidelity Investments | Smithfield | RI | 06/2023 | 04/2025 |
| Coastal Gourmet Catering | Mystic | CT | 01/2020 | 01/2020 |
| Shelter Harbor Golf Club | Charlestown | RI | 05/2021 | 11/2021 |
| Shelter Harbor Golf Club | Charlestown | RI | 06/2022 | 11/2022 |
| Shelter Harbor Golf Club | Charlestown | RI | 05/2023 | 06/2023 |
| Citizens Securities, Inc. | Wakefield | RI | 06/2025 | Present |
David Hall LLC- Caretaker Monthly Compensation: $1,000 Date of Initial Involvement: 5/18 Approx amount of time/month: 10 hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-11 |
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