Best Investors Account Sign in

David B Criss

Citizens Securities, Inc.

Alliance, OH

Bay Village, OH

Westlake, OH

Cleveland, OH

Claim This Profile
Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2025-10-22
AZ RA APPROVED 2024-11-05
PR RA APPROVED 2023-11-15
NC RA APPROVED 2021-08-03
TX RA APPROVED_RES 2020-03-21
MI RA APPROVED 2018-08-21
FL RA APPROVED 2017-11-09
OH RA APPROVED 2007-05-16
  • NM RA
    APPROVED
    Since 2025-10-22
  • AZ RA
    APPROVED
    Since 2024-11-05
  • PR RA
    APPROVED
    Since 2023-11-15
  • NC RA
    APPROVED
    Since 2021-08-03
  • TX RA
    APPROVED_RES
    Since 2020-03-21
  • MI RA
    APPROVED
    Since 2018-08-21
  • FL RA
    APPROVED
    Since 2017-11-09
  • OH RA
    APPROVED
    Since 2007-05-16

Branch Locations

780 W State Street, Alliance, OH 44601 • United States

411 Dover Center Road Ms: Ohb604, Bay Village, OH 44140 • United States

30159 Detroit Road Ms: Ohb648, Westlake, OH 44145 • United States

15042 Puritas Avenue, Cleveland, OH 44135 • 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
Citizens Securities, Inc. Westlake OH 11/2005 Present
Other Businesses

Criss Family Living Trust - successor Trustee/POA; zero compensation; start date 06/2023.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-01
  • S66 Uniform Combined State Law Examination
    2016-09-01

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EXODUS WEALTH, LLC
EDWARD JONES
KEY INVESTMENT SERVICES LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
STRATOS WEALTH PARTNERS, LTD
HUNTER ASSOCIATES LLC

Other Investors

RICHARD PAUL PLACK
DANIEL ALLEN DAGUE
John Carl Messina
Rachel S Hancock
JONATHAN DEAN SCHLEUDER
ZACHARY ALDEN BRINKLEY
Christopher Yappel
Sarah Boros

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Alliance, OH
EXODUS WEALTH, LLC · Alliance, OH
EDWARD JONES · ALLIANCE, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Alliance, OH
KEY INVESTMENT SERVICES LLC · Alliance, OH
J.P. MORGAN SECURITIES LLC · ALLIANCE, OH
EDWARD JONES · ALLIANCE, OH
J.P. MORGAN SECURITIES LLC · LOUISVILLE, OH

More in Alliance, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor