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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-12-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Fairlawn | OH | 10/2015 | 12/2020 |
| Citizens Investments Services | Fairlawn | OH | 11/2015 | 12/2020 |
| Equitable Advisors Llc | New York | NY | 12/2020 | Present |
1) Pinnacle Insurance - Independent Agent - service only as existing agent for fixed and indexed annuity products. 2) Mordew Rental Properties - Rental properties/Owner - Wadsworth, OH - 01/2012 - 4hrs/mth. 3) Independent Agent Outside Fixed Insurance Appointment.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2009-08-27 |
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