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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2024-03-25 |
| PA | RA | APPROVED | 2022-08-05 |
| OH | RA | APPROVED | 2022-08-04 |
Branch Locations
780 W State Street, Alliance, OH 44601 • United States
2233 East Pershing Street, Salem, OH 44601 • United States
4333 Belmont Avenue, Youngstown, OH 44505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Place Bank | Youngstown | OH | 01/2010 | 12/2016 |
| Lpl Financial, Llc | Warren | OH | 01/2010 | 12/2016 |
| Cetera Investment Services Llc | St. Cloud | MN | 12/2016 | 12/2017 |
| Chemical Bank | Warren | OH | 12/2016 | 12/2017 |
| Cetera Investment Advisors Llc | Warren | OH | 12/2016 | 12/2017 |
| The Huntington Investment Company | Youngstown | OH | 01/2018 | 07/2022 |
| Citizens Securities, Inc. | Youngstown | OH | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-11 |
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