Best Investors
Account
Sign in
One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-12 |
| FL | RA | APPROVED | 2025-03-18 |
| SC | RA | APPROVED | 2025-03-18 |
| OH | RA | APPROVED | 2024-09-09 |
Branch Locations
3323 Kent Road, Stow, OH 44224 • United States
777 S Flagler Drive Suite #142, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Stow | OH | 11/2015 | 09/2017 |
| Pnc Investments | Stow | OH | 11/2015 | 04/2017 |
| Pnc Investments | Pittsburgh | PA | 04/2017 | 09/2017 |
| Citizens Securities, Inc. | Woodmere | OH | 09/2017 | 10/2019 |
| Fifth Third Bank | Macedonia | OH | 10/2019 | 11/2021 |
| Fifth Third Securities | Macedonia | OH | 10/2019 | 11/2021 |
| Lpl Financial Llc | Macedonia | OH | 11/2021 | 02/2022 |
| Citizens Bank | Beachwood | OH | 09/2017 | 10/2019 |
| Lpl Financial Services | Macedonia | OH | 11/2021 | 02/2022 |
| Jpmorgan Chase Bank, N.A. | Twinsburg | OH | 03/2022 | 09/2024 |
| J.P. Morgan Securities Llc | Twinsburg | OH | 03/2022 | 09/2024 |
| Citizens Securities, Inc | Westwood | MA | 09/2024 | Present |
| Citizens Bank | Stow | OH | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-10 |
Reach out to this advisor