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Detailed Report
Josh Ryan
JOSHUA CHASE RYAN MR., JOSHUA CHASE RYAN
CRD#: 6370390
IA
Investment Adviser
B
Broker
CITIZENS SECURITIES, INC.CRD#: 39550 200 STATION DRIVE
WESTWOOD, MA 02090
Registration History
2015201620172018201920202021202220232024202520262 FIRMS2023 - Present (2 years)BCOLUMBIA MANAGEMENT INVESTMENT... (CRD# 840)2015 - 2021 (5 years)BGWFS EQUITIES, INC. (CRD# 13109)2015 - 2015 (<1 year)IACOLUMBIA MANAGEMENT INVESTMENT... (CRD# 108257)2016 - 2021 (5 years)
License(s)

State Registrations

B
Massachusetts 1/18/2023
IA
Rhode Island 1/19/2023
B
Rhode Island 1/18/2023

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
CITIZENS SECURITIES, INC. (CRD#:39550)
200 STATION DRIVE, WESTWOOD, MA 02090
Registered with this firm since 1/19/2023
B
CITIZENS SECURITIES, INC. (CRD#:39550)
200 STATION DRIVE, WESTWOOD, MA 02090
Registered with this firm since 1/18/2023
Previous Registration(s)
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IA
 05/02/2016 - 10/07/2021 COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC (CRD#:108257) BOSTON, MA
B
 11/06/2015 - 10/07/2021 COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (CRD#:840) BOSTON, MA
B
 05/11/2015 - 11/13/2015 GWFS EQUITIES, INC. (CRD#:13109) ANDOVER, MA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.