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Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-01-31
GA RA APPROVED 2024-07-11
CA RA APPROVED 2023-01-03
PA RA APPROVED 2020-12-15
FL RA APPROVED 2019-06-25
OH RA APPROVED 2017-04-24
  • NC RA
    APPROVED
    Since 2025-01-31
  • GA RA
    APPROVED
    Since 2024-07-11
  • CA RA
    APPROVED
    Since 2023-01-03
  • PA RA
    APPROVED
    Since 2020-12-15
  • FL RA
    APPROVED
    Since 2019-06-25
  • OH RA
    APPROVED
    Since 2017-04-24

Branch Locations

8715 Mentor Avenue, Mentor, OH 44060 • United States

780 W State Street, Alliance, OH 44601 • 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
Pnc Investments Willoughby OH 06/2012 04/2017
Pnc Bank Willoughby OH 06/2012 04/2017
Citizens Securities, Inc. Mentor OH 04/2017 Present
  • 06/2012 → 04/2017
    Pnc Investments
    Willoughby, OH
  • 06/2012 → 04/2017
    Pnc Bank
    Willoughby, OH
  • 04/2017 → Present
    Mentor, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-06
S63 Uniform Securities Agent State Law Examination 2011-04-29
  • S65 Uniform Investment Adviser Law Examination
    2014-10-06
  • S63 Uniform Securities Agent State Law Examination
    2011-04-29

View on SEC IAPD

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