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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2026-07-13 |
| NV | RA | APPROVED | 2017-05-11 |
| FL | RA | APPROVED | 2017-05-01 |
| OH | RA | APPROVED | 2017-04-28 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Citizens Securities, Inc. | Strongville | OH | 06/2007 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-19 |
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