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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-30 |
Branch Locations
780 W State Street, Alliance, OH 44601 • United States
3100 Cleveland Avenue South, Canton, OH 44707 • United States
2200 Wales Avenue Northwest, Massillon, OH 44646 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Orlando | FL | 05/2014 | 01/2021 |
| Fisher Investments | Tampa | FL | 03/2021 | 06/2022 |
| Fidelity Investments | Westlake | OH | 06/2022 | 10/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 10/2025 |
| Citizens Securities, Inc. | Massillon | OH | 10/2025 | Present |
She Elevates- Board Member Non-Profit Date of Initial Involvement: 09/09/2024 Approximate amount of time/month: 1.5 hours Stark County Hunger Task Force- Board of Directors Non-Profit Date of Initial Involvement:10/01/2023 Approximate amount of time/month: 1 hour
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-20 |
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