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Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-12
RI RA APPROVED 2025-03-12
  • CT RA
    APPROVED
    Since 2025-03-12
  • RI RA
    APPROVED
    Since 2025-03-12

Branch Locations

20 Corporate Woods Blvd, Suite 302 Ms: Nyac10, Albany, NY 12211 • United States

1 Riverside Avenue Ms: Ma-754, Medford, MA 02155 • 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
Pruco Securities Llc Wakefield MA 12/2023 11/2024
Unemployed Medford MA 06/2023 12/2023
Bank J. Safra Sarasin Ltd Zürich 09/2018 06/2023
Unemployed Zürich 03/2018 09/2018
Mercer (Nederland) B.V. Amstelveen 02/2017 02/2018
Self-Employed And Master's Student Amsterdam 06/2013 02/2017
The Prudential Insurance Company Of America Wakefield MA 04/2024 12/2024
Lpl Enterprise, Llc Wakefield MA 11/2024 12/2024
Citizens Securities, Inc. Westwood MA 12/2024 Present
Citizens Bank Medford MA 12/2024 Present
  • 12/2023 → 11/2024
    Wakefield, MA
  • 06/2023 → 12/2023
    Unemployed
    Medford, MA
  • 09/2018 → 06/2023
    Bank J. Safra Sarasin Ltd
    Zürich
  • 03/2018 → 09/2018
    Unemployed
    Zürich
  • 02/2017 → 02/2018
    Mercer (Nederland) B.V.
    Amstelveen
  • 06/2013 → 02/2017
    Self-Employed And Master's Student
    Amsterdam
  • 04/2024 → 12/2024
    The Prudential Insurance Company Of America
    Wakefield, MA
  • 11/2024 → 12/2024
    Wakefield, MA
  • 12/2024 → Present
    Westwood, MA
  • 12/2024 → Present
    Citizens Bank
    Medford, MA
Previous Registrations
Other Businesses

1. De Bonte Leeuw - general board member at Dutch language and culture primary school. Three hours per month. Zero compensation. Start date: 04/01/2025. 2. Name of OBA: Notary Public, Position: Notary Public, Type of Entity: Notary Public, Responsibilities of Position: Notary Public, Monthly Compensation / Net Profit: 0, Date of Initial Involvement: 03/036/2026, Approximate Amount of Time Devoted on a Monthly Basis; 1 Hour

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-15
  • S66 Uniform Combined State Law Examination
    2024-03-15
Other Names
  • Lionel Martina

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