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Michael Peter Gomez

Citizens Securities, Inc.

Plymouth, MI

Livonia, MI

Rocky River, OH

CRD 5741031

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Employer firm

Citizens Securities, Inc. CRD 39550

$12.9B regulatory AUM 60,545 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • PARTICIPATE IN WRAP FEE PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-11-28
NC RA APPROVED 2022-12-22
IA RA APPROVED 2022-02-02
FL RA APPROVED 2020-01-03
  • MI RA
    APPROVED
    Since 2023-11-28
  • NC RA
    APPROVED
    Since 2022-12-22
  • IA RA
    APPROVED
    Since 2022-02-02
  • FL RA
    APPROVED
    Since 2020-01-03

Branch Locations

44815 5 Mile Rd. 5 Mile/Sheldon / Ms: Mib761, Plymouth, MI 48170 • United States

37307 West 6 Mile Road Mailstop: Mib795, Livonia, MI 48152 • United States

21550 Center Ridge Road Ms: Ohb671, Rocky River, OH 44116 • 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
Citiznes Bank Berkley MI 11/2014 12/2017
Citizens Securities, Inc Berkley MI 11/2014 10/2018
Citizens Securities Inc. Berkley MI 12/2017 10/2018
Citizens Bank Berkley MI 12/2017 10/2018
Citizens Securities, Inc. Livonia MI 10/2018 Present
Other Businesses

NOTARY

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-06
S63 Uniform Securities Agent State Law Examination 2010-01-15
  • S65 Uniform Investment Adviser Law Examination
    2017-10-06
  • S63 Uniform Securities Agent State Law Examination
    2010-01-15
Other Names
  • Michael P Gomez

View on SEC IAPD

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