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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-01 |
| CA | RA | APPROVED | 2025-04-30 |
| MD | RA | APPROVED | 2025-04-29 |
| IA | RA | APPROVED | 2025-02-06 |
| SC | RA | APPROVED | 2025-02-05 |
| CT | RA | APPROVED | 2025-02-03 |
| FL | RA | APPROVED | 2025-02-03 |
| GA | RA | APPROVED | 2025-02-03 |
| ME | RA | APPROVED | 2025-02-03 |
| NH | RA | APPROVED | 2025-02-03 |
| OK | RA | APPROVED | 2025-02-03 |
| PA | RA | APPROVED | 2025-02-03 |
| VA | RA | APPROVED | 2025-02-03 |
| NJ | RA | APPROVED | 2025-01-31 |
| NY | RA | APPROVED | 2025-01-31 |
| NC | RA | APPROVED | 2025-01-31 |
| OH | RA | APPROVED | 2022-10-13 |
Branch Locations
780 W State Street, Alliance, OH 44601 • United States
4249 Easton Way Mailstop: Ohd160, Columbus, OH 43219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Westerville | OH | 05/2021 | 08/2022 |
| J.P. Morgan Securities Llc | Westerville | OH | 05/2021 | 08/2022 |
| Dawson | Columbus | OH | 10/2019 | 04/2021 |
| A1 Security | Huntington | WV | 09/2018 | 12/2018 |
| Ohio Wesleyan University | Delaware | OH | 08/2014 | 05/2018 |
| Unemployed | Kitts Hill | OH | 06/2018 | 08/2018 |
| Unemployed | Canal Winchester | OH | 01/2019 | 08/2019 |
| Unemployed | New Albany | OH | 09/2019 | 09/2019 |
| Citizens Securities, Inc. | Columbus | OH | 08/2022 | Present |
CSL Limited (CSL Plasma) - Plasma Donation Patient. 4-8 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-11 |
| S65 | Uniform Investment Adviser Law Examination | 2022-10-10 |
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