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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-02 |
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