Best Investors
Account
Sign in
One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-09-13 |
Branch Locations
6 Russell Street Ms: Ma606, Woburn, MA 01801 • United States
780 W State Street, Alliance, OH 44601 • United States
One Lincoln Center 110 W Fayette St. Ste 1230, Ms: *Nys100, Syracuse, NY 13202 • United States
Hartville, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Brookfield | WI | 02/2006 | 01/2021 |
| Td Ameritrade, Inc. | Canton | OH | 02/2018 | 01/2021 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 01/2021 |
| Key Investment Services | Brooklyn | OH | 01/2021 | 09/2022 |
| Citizens Securities, Inc. | Alliance | OH | 09/2022 | Present |
Heritage Reformed Baptist Church, position: Deacon. Responsibilities: Help organize and oversee the nursery, help serve communion, help with outreach, attend quarterly Deacon meeting. Monthly Compensation: $0 Date of Initial Involvement: 7/28/2024 Approx time devoted /month: 2 hours not during work hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-07 |
Reach out to this advisor