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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-01 |
| PA | RA | APPROVED | 2026-07-01 |
| VT | RA | APPROVED | 2026-07-01 |
Branch Locations
777 S Flagler Drive Suite #142, West Palm Beach, FL 33401 • United States
2000 Monroe Avenue Ms: Nyr132, Rochester, NY 14618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc | Rochester | NY | 02/2024 | Present |
| Citizens Bank, N/A | Rochester | NY | 02/2024 | Present |
| Citizens Bank | Rochester | NY | 09/2017 | 02/2024 |
| Field And Stream | Rochester | NY | 08/2013 | 08/2017 |
Notary Public Date of Initial Involvement: 11/01/2018 Brighton Little League- Coach, Board Member Non-profit Responsibilities: Board meetings, coaching games Monthly Compensation: $0 Date of Initial Involvemet: 11/2017 Approx amount of time/month: 2 hours Junoir Achievement WNY- Committee Member Non-profit Responsibilities: Attending committee meetings and events Monthly Compensation: $0 Date of Initial Involvement: 11/2017 Approx amount of time/month: 2 hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-26 |
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