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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-12 |
| NJ | RA | APPROVED | 2026-02-11 |
| FL | RA | APPROVED | 2025-04-24 |
| CA | RA | APPROVED | 2025-04-23 |
| MI | RA | APPROVED | 2025-02-25 |
Branch Locations
39510 Woodward Ave. Wooward/Long Lake / Ms: Mib821, Bloomfield Hills, MI 48304 • United States
125 Stephenson Highway Mailstop: Mib799 Stephenson/14 Mile, Troy, MI 48083 • United States
29779 Southfield Rd. Ms: Mib815, Southfield, MI 48076 • United States
21550 Center Ridge Road Ms: Ohb671, Rocky River, OH 44116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Bloomfield Hills | MI | 12/2009 | 02/2025 |
| J.P. Morgan Securities Llc | Orchard Lake | MI | 10/2012 | 02/2025 |
| Zand, Llc | Ferndale | MI | 06/2017 | 08/2018 |
| Citizens Securities, Inc. | Southfield | MI | 02/2025 | Present |
Notary
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-11 |
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