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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-11-05 |
Branch Locations
955 Boardman-Poland Road, Boardman, OH 44512 • United States
4249 Easton Way Mailstop: Ohd160, Columbus, OH 43219 • United States
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 |
|---|---|---|---|---|
| First Place Bank/Talmer Bank And Trust | Warren | OH | 12/2009 | 09/2016 |
| Lpl Financial, Llc | Boardman | OH | 12/2009 | 09/2016 |
| Jp Morgan Securities Llc | Warren | OH | 09/2016 | 11/2019 |
| Hollywood Home Cinema | Poland | OH | 02/2017 | Present |
| Equity Trust Co | Poland | OH | 11/2013 | Present |
| Citizens Securities, Inc. | Youngstown | OH | 11/2019 | Present |
1) Equity Trust Co - Owner - IRA Rental Property - Landlord. 2) Hollywood Home Cinema - Owner - Custom home theater install 3) Christie Holdings LLC - owner; manage rental property; start date 05/2022. 4) Olde Charted Trail Property Association - President; approve design and landscape; 1 hour/month; Start date 06/2023.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-10 |
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