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Citizens Securities, Inc. CRD 39550
$12.9B regulatory AUM 60,545 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-09-24 |
| IL | RA | APPROVED | 2020-08-05 |
| AZ | RA | APPROVED | 2020-06-26 |
| FL | RA | APPROVED | 2016-08-16 |
| MI | RA | APPROVED | 2010-09-21 |
Branch Locations
37307 West 6 Mile Road Mailstop: Mib795, Livonia, MI 48152 • United States
21550 Center Ridge Road Ms: Ohb671, Rocky River, OH 44116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Livonia | MI | 11/2005 | Present |
Rental Property - Joint ownership. Start date: 06/2020.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-05 |
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