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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-12-16 |
| RI | RA | APPROVED | 2023-01-19 |
Branch Locations
371 Hancock Street, No Quincy, MA 02171 • United States
1 Citizens Bank Way, Johnston, RI 02919 • United States
65 Newport Avenue, Quincy, MA 02171 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Westboro | MA | 03/2009 | 03/2017 |
| Mml Investors Services, Llc | South Easton | MA | 03/2017 | 05/2017 |
| Horace Mann Companies | Springfield | IL | 05/2017 | 10/2020 |
| Horace Mann Investors, Inc | Springfield | IL | 05/2017 | 10/2020 |
| Lpl Financial Llc | Brockton | MA | 10/2020 | 01/2023 |
| Webster Bank | Brockton | MA | 10/2020 | 01/2023 |
| Citizens Securities, Inc. | North Quincy | MA | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 1987-02-26 |
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