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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-01-29 |
Branch Locations
780 W State Street, Alliance, OH 44601 • United States
33700 Vine St, Eastlake, OH 44095 • United States
5963 Andrews Road, Mentor On The Lake, OH 44060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dollar Bank | Eastlake | OH | 05/2016 | 05/2018 |
| Citizens Bank | Richmond Heights | OH | 05/2018 | 07/2019 |
| Citizens Securities, Inc | Canton | MA | 06/2018 | 09/2020 |
| Key Investment Services | Cleveland | OH | 02/2021 | 01/2022 |
| Keybank | Mentor | OH | 12/2020 | 01/2022 |
| Unemployed | Mentor | OH | 09/2020 | 12/2020 |
| Citizens Bank | Cleveland | OH | 07/2019 | 09/2020 |
| Key Investment Services Llc | Brooklyn | OH | 01/2022 | 01/2025 |
| Keybank | Mentor | OH | 01/2022 | 01/2025 |
| Citizens Securities, Inc. | Mentor On The Lake | OH | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-06 |
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