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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-04-30 |
| FL | RA | APPROVED | 2025-01-06 |
| CA | RA | APPROVED | 2024-09-03 |
| RI | RA | APPROVED | 2022-02-02 |
| NH | RA | APPROVED | 2022-01-21 |
| PA | RA | APPROVED | 2022-01-19 |
| NY | RA | APPROVED | 2022-01-18 |
| OH | RA | APPROVED | 2020-08-26 |
Branch Locations
780 W State Street, Alliance, OH 44601 • United States
8715 Mentor Avenue, Mentor, OH 44060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Twinsburg | OH | 11/2013 | 07/2018 |
| Citizens Securities, Inc | Twinsburg | OH | 12/2014 | 07/2018 |
| Edward Jones | St.LOuis | MO | 08/2018 | 08/2020 |
| Citizens Securities, Inc | Woodmere | OH | 08/2020 | 02/2022 |
| Citizens Securities, Inc. | Woodmere | OH | 02/2022 | 07/2024 |
| Citizens Securities, Inc. | Mentor | OH | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-21 |
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