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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-25 |
Branch Locations
21550 Center Ridge Road Ms: Ohb671, Rocky River, OH 44116 • United States
200 South Main St. Mailstop: Mib775, Royal Oak, MI 48067 • United States
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Birmingham | MI | 02/2010 | 07/2024 |
| Jpmorgan Securities Llc | Birmingham | MI | 10/2012 | 07/2024 |
| Unemployed | Royal Oak | MI | 07/2024 | 11/2024 |
| Charles Schwab & Co., Inc | Troy | MI | 11/2024 | 08/2026 |
| Charles Schwab Bank, Ssb | Troy | MI | 11/2024 | 08/2026 |
| Citizens Securities, Inc. | Royal Oak | MI | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-19 |
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