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Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-04-24
  • RI RA
    APPROVED
    Since 2025-04-24

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Leaderone Financial Corporation Milford MA 08/2022 11/2023
Onto Mortgage Llc Framingham MA 07/2020 08/2022
Herb Chambers Toyota Of Auburn Auburn MA 01/2020 12/2020
Friendly Discount Liquors Whitinsville MA 08/2018 04/2020
Ups Shrewsbury MA 06/2018 09/2018
Materials Crushing And Equipment Llc Providence RI 10/2017 12/2017
Unemployed Douglas MA 01/2014 10/2017
Fidelity Investments Smithfield RI 01/2024 01/2025
Unemployed Douglas MA 11/2023 01/2024
Unemployed Douglas MA 12/2017 06/2018
Citizens Securities, Inc. Johnston RI 04/2025 07/2025
Citizens Securities, Inc. Johnston RI 07/2025 Present
  • 08/2022 → 11/2023
    Leaderone Financial Corporation
    Milford, MA
  • 07/2020 → 08/2022
    Onto Mortgage Llc
    Framingham, MA
  • 01/2020 → 12/2020
    Herb Chambers Toyota Of Auburn
    Auburn, MA
  • 08/2018 → 04/2020
    Friendly Discount Liquors
    Whitinsville, MA
  • 06/2018 → 09/2018
    Ups
    Shrewsbury, MA
  • 10/2017 → 12/2017
    Materials Crushing And Equipment Llc
    Providence, RI
  • 01/2014 → 10/2017
    Unemployed
    Douglas, MA
  • 01/2024 → 01/2025
    Fidelity Investments
    Smithfield, RI
  • 11/2023 → 01/2024
    Unemployed
    Douglas, MA
  • 12/2017 → 06/2018
    Unemployed
    Douglas, MA
  • 04/2025 → 07/2025
    Johnston, RI
  • 07/2025 → Present
    Johnston, RI
Previous Registrations
  • 2024-06-04 → 2025-01-29
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-10
  • S66 Uniform Combined State Law Examination
    2024-05-10
Other Names
  • Dylan Menard

View on SEC IAPD

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