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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-04-01 |
| SC | RA | APPROVED | 2023-12-13 |
| FL | RA | APPROVED | 2022-12-13 |
| IL | RA | APPROVED | 2022-12-12 |
| OH | RA | APPROVED | 2022-11-27 |
Branch Locations
780 W State Street, Alliance, OH 44601 • United States
3323 Kent Road, Stow, OH 44224 • United States
69 W. Streetsboro Street, Hudson, OH 44236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2016 | 09/2016 |
| Northwestern Mutual Investment Services Llc | Cleveland | OH | 01/2016 | 12/2016 |
| Brian Boucher | Cleveland | OH | 09/2016 | 12/2016 |
| Thomas Biel | Cleveland | OH | 09/2016 | 12/2016 |
| Fifth Third Bank | Hudson | OH | 07/2017 | 07/2018 |
| Unemployed | Hudson | OH | 01/2017 | 06/2017 |
| Fifth Third Securities | Hudson | OH | 05/2018 | 07/2018 |
| Citizens Securities, Inc. | Cuyahoga Falls | OH | 07/2018 | 05/2022 |
| Lpl Financial Llc | Shaker Heights | OH | 05/2022 | 10/2022 |
| Citizens Securities, Inc. | Stow | OH | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-09 |
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