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William Daniel Bohney

Citizens Securities, Inc.

East Toledo, OH

Toledo, OH

Oregon, OH

Perrysburg, OH

Rocky River, OH

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Current Employers
Citizens Securities, Inc.

One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-09-05
FL RA APPROVED 2025-06-26
IN RA APPROVED 2024-09-09
OH RA APPROVED 2024-07-18
  • MI RA
    APPROVED
    Since 2025-09-05
  • FL RA
    APPROVED
    Since 2025-06-26
  • IN RA
    APPROVED
    Since 2024-09-09
  • OH RA
    APPROVED
    Since 2024-07-18

Branch Locations

602 Main Street Mailstop: Ohb614, East Toledo, OH 43605 • United States

5911 Lewis Avenue Mailstop: Ohb589, Toledo, OH 43612 • United States

3024 Navarre Avenue Mailstop: Ohb587, Oregon, OH 43616 • United States

144 East Front Street Mailstop: Ohb619, Perrysburg, OH 43551 • United States

21550 Center Ridge Road Ms: Ohb671, Rocky River, OH 44116 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valic Financial Advisors, Inc. Carmel IN 01/2014 11/2016
Srg Properties, Llc Columbia City IN 12/2016 08/2017
Farmers & Merchants State Bank Swanton OH 08/2017 07/2024
Raymond James Financial Services, Inc. Swanton OH 08/2017 07/2024
Raymond James Financial Services Advisors Inc. Swanton OH 08/2017 07/2024
Citizens Securities, Inc. Perrysburg OH 07/2024 Present
Previous Registrations
  • 2017-08-25 → 2024-07-08
    Raymond James Financial Services Advisors, Inc
    Archbold, OH
    Swanton, OH
    Perrysburg, OH
  • 2014-01-14 → 2016-11-09
    Valic Financial Advisors, Inc.
    Carmel, IN
    Carmel, IN
  • 2012-04-26 → 2014-01-17
    The Huntington Investment Company
    Indianapolis, IN
  • 2005-07-06 → 2012-04-18
    Chase Investment Services Corp.
    Columbia City, IN
    Indianapolis, IN
    Indianapolis, IN
    Indianapolis, IN
    Carmel, IN
    Fort Wayne, IN
    Fort Wayne, IN
    Westfield, IN
    Noblesville, IN
    Indianapolis, IN
  • 2005-04-01 → 2005-07-06
    Banc One Securities Corporation
    Fort Wayne, IN
Other Businesses

Perrysburg Rotary Community Foundation - Trustee - Non Profit organizations to be funded by the Perrysburg Rotary Community Foundation -7/1/2025.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-03-31
S63 Uniform Securities Agent State Law Examination 2000-08-30
  • S65 Uniform Investment Adviser Law Examination
    2005-03-31
  • S63 Uniform Securities Agent State Law Examination
    2000-08-30
Designations
Other Names
  • Bill Bohney

View on SEC IAPD

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Other Offices

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Toledo, OH
PNC WEALTH MANAGEMENT LLC · TOLEDO, OH
MML INVESTORS SERVICES, LLC · TOLEDO, OH
EDWARD JONES · TOLEDO, OH
CROAK CAPITAL · TOLEDO, OH
EAGLE STRATEGIES LLC · TOLEDO, OH
LPL FINANCIAL LLC · TOLEDO, OH
AMERITAS ADVISORY SERVICES, LLC · TOLEDO, OH

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