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Santo Blumke

Citizens Securities, Inc.

Rocky River, OH

Clinton Township, MI

Chesterfield Township, MI

CRD 2617061

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Employer firm

Citizens Securities, Inc. CRD 39550

$12.9B regulatory AUM 60,545 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • PARTICIPATE IN WRAP FEE PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Citizens Securities, Inc.

One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-08-11
  • MI RA
    APPROVED
    Since 2022-08-11

Branch Locations

21550 Center Ridge Road Ms: Ohb671, Rocky River, OH 44116 • United States

36520 Moravian Drive Mailstop: Mib789, Clinton Township, MI 48035 • United States

27375 23 Mile Rd. Mailstop: Mib759, Chesterfield Township, MI 48051 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jp Morgan Securities Llc. Rochester Hills MI 11/2013 09/2016
Fsc Securities Corp Atlanta GA 12/2016 10/2017
Spire Investment Partners Rochester MI 10/2017 12/2018
Concorde Investment Service, Llc Livonia MI 01/2019 02/2019
Concorde Asset Management, Llc Livonia MI 01/2019 02/2019
Hd Vest Investment Services Rochester Hills MI 02/2019 02/2020
Hd Vest Advisory Services Rochester Hills MI 02/2019 02/2020
Hd Vest Insurance Agency Llc Irving TX 02/2019 02/2020
Hd Vest Insurance Agency, Llc Irving TX 02/2019 02/2020
Jmvc Professional Services Rochester Hills MI 02/2019 08/2019
The Huntington Investment Company Birmingham MI 02/2020 09/2020
Fifth Third Securities Sterling Heights MI 09/2020 07/2022
Unemployed Rochester MI 09/2016 12/2016
Citizens Securities, Inc. Clinton Township MI 07/2022 Present
  • 11/2013 → 09/2016
    Jp Morgan Securities Llc.
    Rochester Hills, MI
  • 12/2016 → 10/2017
    Fsc Securities Corp
    Atlanta, GA
  • 10/2017 → 12/2018
    Spire Investment Partners
    Rochester, MI
  • 01/2019 → 02/2019
    Concorde Investment Service, Llc
    Livonia, MI
  • 01/2019 → 02/2019
    Concorde Asset Management, Llc
    Livonia, MI
  • 02/2019 → 02/2020
    Hd Vest Investment Services
    Rochester Hills, MI
  • 02/2019 → 02/2020
    Hd Vest Advisory Services
    Rochester Hills, MI
  • 02/2019 → 02/2020
    Hd Vest Insurance Agency Llc
    Irving, TX
  • 02/2019 → 02/2020
    Hd Vest Insurance Agency, Llc
    Irving, TX
  • 02/2019 → 08/2019
    Jmvc Professional Services
    Rochester Hills, MI
  • 02/2020 → 09/2020
    The Huntington Investment Company
    Birmingham, MI
  • 09/2020 → 07/2022
    Fifth Third Securities
    Sterling Heights, MI
  • 09/2016 → 12/2016
    Unemployed
    Rochester, MI
  • 07/2022 → Present
    Citizens Securities, Inc.
    Clinton Township, MI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-07-03
S63 Uniform Securities Agent State Law Examination 1997-04-02
  • S66 Uniform Combined State Law Examination
    2013-07-03
  • S63 Uniform Securities Agent State Law Examination
    1997-04-02
Other Names
  • Sam Blumke
  • Santo Lawrence Blumke

View on SEC IAPD

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UBS FINANCIAL SERVICES INC.
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Nearby Investors

MICHAEL OTOOLE LEAMON
BRADLEY HOWARD BARTEL
MATTHEW RICHARD HOWARD

Nearby Offices

UBS FINANCIAL SERVICES INC. · ROCKY RIVER, OH
ZAK ADVISORY, LLC · ROCKY RIVER, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Rocky River, OH

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