Best Investors Account Sign in
Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-06
NY RA APPROVED 2022-03-07
  • FL RA
    APPROVED
    Since 2026-03-06
  • NY RA
    APPROVED
    Since 2022-03-07

Branch Locations

6 Russell Street Ms: Ma606, Woburn, MA 01801 • United States

560 9Th Street South, Suite 110, Naples, FL 34102 • United States

Punta Gorda, FL • 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
Firehouse Scooterworks Llc/ Tjz Arms Altoona IA 03/2013 06/2017
Voya Financial Advisors Warners NY 09/2014 06/2021
Cetera Advisor Networks Llc El Segundo CA 06/2021 01/2022
Cetera Advisors Llc St Cloud MN 06/2021 01/2022
Cetera Investment Services Llc St Cloud MN 06/2021 01/2022
Cetera Financial Specialists Llc Schaumburg IL 06/2021 01/2022
First Allied Securities Inc San Diego CA 06/2021 01/2022
Citizens Securities, Inc. Punta Gorda FL 01/2022 Present
  • 03/2013 → 06/2017
    Firehouse Scooterworks Llc/ Tjz Arms
    Altoona, IA
  • 09/2014 → 06/2021
    Voya Financial Advisors
    Warners, NY
  • 06/2021 → 01/2022
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 06/2021 → 01/2022
    Cetera Advisors Llc
    St Cloud, MN
  • 06/2021 → 01/2022
    Cetera Investment Services Llc
    St Cloud, MN
  • 06/2021 → 01/2022
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 06/2021 → 01/2022
    First Allied Securities Inc
    San Diego, CA
  • 01/2022 → Present
    Punta Gorda, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-04
  • S66 Uniform Combined State Law Examination
    2022-03-04
Other Names
  • Jody Ann Roland
  • Jody Ann Aslin

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Woburn, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor