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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-13 |
| NY | RA | APPROVED | 2022-07-06 |
| NC | RA | APPROVED | 2021-12-15 |
| FL | RA | APPROVED | 2021-05-21 |
| OH | RA | APPROVED | 2018-11-08 |
Branch Locations
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 |
|---|---|---|---|---|
| Pnc Investments | Doylestown | OH | 10/2012 | 10/2017 |
| Pnc Bank | Doylestown | OH | 10/2017 | 10/2018 |
| Citizens Securities, Inc. | Solon | OH | 10/2018 | 10/2020 |
| Citizens Bank | Solon | OH | 10/2018 | 10/2020 |
| Citizens Securities, Inc. | Solon | OH | 10/2020 | Present |
1. Rental Properties - Condos; Owner; 3433 Beaver Trl Units B and C; Aurora, OH 3. MEK3 Realty, LLC - Owner - Responsibilities of Position: Single member LLC to own real estate holdings, Monthly Compensation / Net Profit: $500/mth, Date of Initial Involvement: Pending, Approximate Amount of Time Devoted on a Monthly Basis: No additional time
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-10 |
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