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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-12-15 |
| FL | RA | APPROVED | 2021-10-01 |
| MI | RA | APPROVED | 2017-02-15 |
| OH | RA | APPROVED | 2017-02-15 |
Branch Locations
11006 Allen Street Ms: Mib794, Taylor, MI 48195 • United States
21550 Center Ridge Road Ms: Ohb671, Rocky River, OH 44116 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Cuso Financial Services | San Diego | CA | 01/2015 | 09/2016 |
| Dfcu Financial | Dearborn | MI | 01/2015 | 09/2016 |
| Unemployed | Wyandotte | MI | 09/2016 | 02/2017 |
| Citizens Securities, Inc. | Taylor | MI | 02/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 1988-07-26 |
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