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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-02-28 |
| OH | RA | APPROVED | 2024-05-03 |
Branch Locations
435 Broadway Ave, Bedford, OH 44146 • United States
780 W State Street, Alliance, OH 44601 • United States
2175 Warrensville Center Road, University Heights, OH 44118 • United States
11302 Euclid Ave Ms: Ohb703, Cleveland, OH 44106 • United States
16822 Harvard Ave Ms: Ohb699, Cleveland, OH 44128 • United States
23300 Lake Shore Boulevard Mailstop: Ohb609, Euclid, OH 44123 • United States
3401 Richmond Road, Beachwood, OH 44122 • United States
28789 Chagrin Boulevard Ms: Ohb581, Woodmere, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keybank | Mentor | OH | 04/2015 | 12/2016 |
| Key Investment Services | Painesville | OH | 04/2015 | 01/2017 |
| Edward Jones | St Louis | MO | 01/2017 | 08/2017 |
| Pnc Investments | Cleveland | OH | 09/2017 | 08/2018 |
| Pnc Investments | Pepper Pike | OH | 07/2018 | 04/2022 |
| Edward Jones | Willoughby | OH | 01/2017 | 08/2017 |
| Gemini Investment Strategies Llc | Richmond Heights | OH | 03/2022 | 04/2024 |
| Citizens Securities, Inc. | Woodmere | OH | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-07 |
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