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Current Employers
Citizens Securities, Inc.

One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-08-30
OH RA APPROVED 2018-02-08
FL RA APPROVED 2017-07-07
  • VA RA
    APPROVED
    Since 2023-08-30
  • OH RA
    APPROVED
    Since 2018-02-08
  • FL RA
    APPROVED
    Since 2017-07-07

Branch Locations

780 W State Street, Alliance, OH 44601 • United States

4015 Erie Street Ms: Ohb568, Willoughby, OH 44094 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citizens Bank Mayfield Village OH 06/2015 12/2017
C & L Vending Services Chagrin Falls OH 01/2005 Present
Citizens Securities Inc. Mayfield Village OH 12/2017 07/2021
Citizens Bank Mayfield Village OH 12/2017 07/2021
Citizens Securities, Inc. Willoughby OH 07/2021 Present
  • 06/2015 → 12/2017
    Citizens Bank
    Mayfield Village, OH
  • 01/2005 → Present
    C & L Vending Services
    Chagrin Falls, OH
  • 12/2017 → 07/2021
    Mayfield Village, OH
  • 12/2017 → 07/2021
    Citizens Bank
    Mayfield Village, OH
  • 07/2021 → Present
    Willoughby, OH
Other Businesses

THE OWNER OF C & L VENDING SERVICES LLC. WHICH OWNS AND OPERATES FULLY AUTOMATED SNACK AND BEVERAGE VENDING MACHINES SINCE 2005. THE BUSINESS ADDRESS IS 15922 FERNWOOD RD. CHAGRIN FALLS, OH 44022. THIS BUSINESS IS NOT INVESTMENT-RELATED. SUPERVISE THE VENDORS WHO SERVICE THE MACHINES AND DEVOTE APPROXIMATELY 5 HOURS A MONTH TO THESE ACTIVITIES. LANDLORD - PROPERTY MAINTENANCE, RENTAL INCOME - LESS THSN 1 HOUR MONTHLY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-07-05
S63 Uniform Securities Agent State Law Examination 2016-02-10
  • S65 Uniform Investment Adviser Law Examination
    2017-07-05
  • S63 Uniform Securities Agent State Law Examination
    2016-02-10
Other Names
  • Travis Lichtenfeld

View on SEC IAPD

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