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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-07-20 |
| MD | RA | APPROVED | 2026-07-05 |
| CA | RA | APPROVED | 2026-07-03 |
| VA | RA | APPROVED | 2026-07-03 |
Branch Locations
800 North Glebe Road Ms: Va007, Arlington, VA 22203 • United States
11670A Plaza America Drive Ms: Va016, Reston, VA 20190 • United States
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Mclean | VA | 11/2023 | 06/2026 |
| Wells Fargo Bank, Na | Mclean | VA | 11/2023 | 06/2026 |
| Bank Of America | Germantown | MD | 01/2019 | 10/2023 |
| Self Employed | Glendale | CA | 12/2017 | 01/2019 |
| State Farm | Tempe | AZ | 07/2017 | 11/2017 |
| State Farm | Encino | CA | 12/2016 | 07/2017 |
| Cvs Health | Scottsdale | AZ | 10/2007 | 12/2016 |
| Citizens Securities, Inc. | Reston | VA | 06/2026 | Present |
RENTAL PROPERTY; INV RELATED; SILVER SPRINGS, MD; 100% OWNERSHIP; START DATE 6/1/2024; 1 HOUR PER MONTH; 0 DURING TRADING; OWNER. RENTAL PROPERTY; INV RELATED; OCEAN CITY, MD; 100% OWNERSHIP; START DATE 8/12/2024; 4 HOURS PER MONTH; 0 DURING TRADING; OWNER OF VACATION RENTAL. Notary Public.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-23 |
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