| Name: | Citizens Securities, Inc. |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Profit Corporation |
| Status: | Activ |
| Date of Organization in Rhode Island: | 21 Sep 1995 (30 years ago) |
| Identification Number: | 000086169 |
| ZIP code: | 02919 |
| County: | Providence County |
| Purpose: | TO ACT AS A BROKER AND DEALER IN SECURITIES |
| Fictitious names: |
Citizens Wealth Management (trading name, 2024-04-05 - ) Citizens Private Wealth (trading name, 2024-04-05 - ) Citizens Investment Services (trading name, 2005-02-18 - ) |
| Historical names: |
Citizens Investment Securities, Inc. Citizens Financial Services Inc. Citizens Investment Services Corp. CCO Investment Services Corp. |
| Principal Address: |
ONE CITIZENS BANK WAY, JOHNSTON, RI, 02919, USA
|
NAICS
523120 Securities BrokerageThis industry comprises establishments primarily engaged in acting as agents (i.e., brokers) between buyers and sellers in buying or selling securities on a commission or transaction fee basis. Learn more at the U.S. Census Bureau
| Name | Role | Address |
|---|---|---|
| CORPORATION SERVICE COMPANY | Agent | 222 JEFFERSON BOULEVARD SUITE 200, WARWICK, RI, 02888, USA |
| Name | Role | Address |
|---|---|---|
| YANINA REID | TREASURER | ONE CITIZENS BANK WAY JOHNSTON, RI 02919 USA |
| Name | Role | Address |
|---|---|---|
| PAUL TABERNER | SECRETARY | ONE CITIZENS BANK WAY JOHNSTON, RI 02919 USA |
| Name | Role | Address |
|---|---|---|
| ROSEMARY GAIDOS | DIRECTOR | ONE CITIZENS BANK WAY, JOHNSTON, RI 02919 USA |
| CHAD ARNOLD | DIRECTOR | ONE CITIZENS BANK WAY, JOHNSTON, RI 02919 USA |
| TODD ROSENTHAL | DIRECTOR | ONE CITIZENS BANK WAY JOHNSTON, RI 02919 USA |
| PETER DUNLAP | DIRECTOR | ONE CITIZENS BANK WAY, JOHNSTON, RI 02919 USA |
| MICHAEL HANS | DIRECTOR | ONE CITIZENS BANK WAY JOHNSTON, RI 02919 USA |
| CHRISTINA HURLEY BOUCHER | DIRECTOR | 4249 EASTON WAY, COLUMBUS, OH 43219 USA |
| PAUL CASEY | DIRECTOR | ONE CITIZENS BANK WAY JOHNSTON, RI 02919 USA |
| MICHAEL CHERNY | DIRECTOR | ONE CITIZENS BANK WAY, JOHNSTON, RI 02919 USA |
| Name | Role | Address |
|---|---|---|
| MICHAEL CHERNY | PRESIDENT | ONE CITIZENS BANK WAY JOHNSTON, RI 02919 USA |
A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly
traded on U.S. stock exchanges, File reports with the SEC.
Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must
comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR
database.
| Type | Date | Old Value | New Value |
|---|---|---|---|
| Name Change | 2014-06-25 | CCO Investment Services Corp. | Citizens Securities, Inc. |
| Name Change | 2005-02-03 | Citizens Investment Services Corp. | CCO Investment Services Corp. |
| Name Change | 2002-02-12 | Citizens Financial Services Inc. | Citizens Investment Services Corp. |
| Name Change | 1998-09-02 | Citizens Investment Securities, Inc. | Citizens Financial Services Inc. |
| Number | Name | File Date |
|---|---|---|
| 202453703970 | Annual Report | 2024-05-01 |
| 202450216220 | Fictitious Business Name Statement | 2024-04-05 |
| 202450215890 | Fictitious Business Name Statement | 2024-04-05 |
| 202333552700 | Annual Report | 2023-04-21 |
| 202216031920 | Annual Report | 2022-04-28 |
Date of last update: 19 May 2025
Sources: Rhode Island Department of State
