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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| OH | RA | APPROVED | 2025-03-31 |
| MI | RA | APPROVED | 2024-05-06 |
Branch Locations
777 S Flagler Drive Suite #142, West Palm Beach, FL 33401 • United States
25350 Ford Rd. Ford/Gulley /Ms: Mib828, Dearborn Heights, MI 48127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs | Madison Heights | MI | 07/2004 | 05/2024 |
| Eastern Michigan Univ | Ypsilanti | MI | 08/2000 | 05/2024 |
| Promedica Federal Credit Union | Toledo | OH | 01/2015 | 02/2018 |
| Pfsi | Holland | OH | 01/2017 | 02/2018 |
| Fifth Third Bank | Flat Rock | MI | 02/2018 | 05/2024 |
| Fifth Third Securities | Flat Rock | MI | 09/2019 | 05/2024 |
| Citizens Securities Inc., | Dearborn Heights | MI | 05/2024 | Present |
| Citizens Bank | Dearborn Heights | MI | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-18 |
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