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Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
OH RA APPROVED 2025-03-31
MI RA APPROVED 2024-05-06
  • FL RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • MI RA
    APPROVED
    Since 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

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
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
  • 07/2004 → 05/2024
    Pfs
    Madison Heights, MI
  • 08/2000 → 05/2024
    Eastern Michigan Univ
    Ypsilanti, MI
  • 01/2015 → 02/2018
    Promedica Federal Credit Union
    Toledo, OH
  • 01/2017 → 02/2018
    Pfsi
    Holland, OH
  • 02/2018 → 05/2024
    Fifth Third Bank
    Flat Rock, MI
  • 09/2019 → 05/2024
    Fifth Third Securities
    Flat Rock, MI
  • 05/2024 → Present
    Dearborn Heights, MI
  • 05/2024 → Present
    Citizens Bank
    Dearborn Heights, MI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-23
S63 Uniform Securities Agent State Law Examination 2020-08-18
  • S65 Uniform Investment Adviser Law Examination
    2020-11-23
  • S63 Uniform Securities Agent State Law Examination
    2020-08-18

View on SEC IAPD

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