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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-03-09 |
| NC | RA | APPROVED | 2019-09-30 |
Branch Locations
20 Corporate Woods Blvd, Suite 302 Ms: Nyac10, Albany, NY 12211 • United States
85 Quincy Ave, Quincy, MA 02169 • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | Rockland | MA | 12/2012 | 10/2016 |
| Park Avenue Securities Llc | Rockland | MA | 01/2013 | 10/2016 |
| Guardian Life Insurance | Needham | MA | 10/2016 | 02/2017 |
| Park Avenue Securities | Needham | MA | 10/2016 | 02/2017 |
| Citizens Securities, Inc. | Hudson | MA | 02/2017 | 10/2017 |
| Citizens Securities Inc. | Waltham | MA | 10/2017 | 12/2017 |
| Citizens Securities Inc. | Waltham | MA | 12/2017 | 07/2021 |
| Citizens Bank | Waltham | MA | 12/2017 | 07/2021 |
| Citizens Securities, Inc | Westwood | MA | 10/2022 | Present |
| Citizens Bank, N/A | Waltham | MA | 10/2022 | 07/2024 |
| Citizens Bank, N/A | Waltham | MA | 07/2021 | 10/2022 |
| Citizens Securities, Inc | Westwood | MA | 07/2021 | 10/2022 |
| Citizens Bank, N/A | Quincy | MA | 07/2024 | Present |
1) IAABO Basketball referee Referee high school basketball games Start: 11/30/2015 Address: 151 Sheri Lane Weymouth MA 02190 12 non bus hrs per month Not investment related 2) Notary Public
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 1988-05-06 |
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