Brian R Shreve

Current Employers

Citizens Securities, Inc.

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2023-11-07
PA	RA	APPROVED	2018-12-24
OH	RA	APPROVED	2016-12-21

NC RA
APPROVED

Since 2023-11-07
PA RA
APPROVED

Since 2018-12-24
OH RA
APPROVED

Since 2016-12-21

Branch Locations

780 W State Street, Alliance, OH 44601 • United States

7360 York Road, Parma, OH 44130 • United States

5907 Ridge Road, Parma, OH 44129 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Pnc Investments Llc	Cleveland	OH	06/2016	11/2016
Unemployment	Cleveland	OH	11/2016	12/2016
Citizens Securities, Inc.	Parma	OH	12/2016	Present

06/2016 → 11/2016

Pnc Investments Llc

Cleveland, OH
11/2016 → 12/2016

Unemployment

Cleveland, OH
12/2016 → Present

Citizens Securities, Inc.

Parma, OH

Previous Registrations

2013-02-14 → 2016-12-22

Pnc Wealth Management Llc

Cleveland, OH

Cleveland, OH

Kokomo, IN

Milwaukee, WI

Milwaukee, WI

Indianapolis, IN

Wauwatosa, WI

Frankton, IN

Indianapolis, IN

Indianapolis, IN

Shorewood, WI

Brookfield, WI

Milwaukee, WI

Milwaukee, WI

Clayton, IN

Milwaukee, WI
2010-12-21 → 2013-01-17

Edward Jones

Maryland Heights, MO

Wilmington, OH

Maryland Heights, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-12-20

S66 Uniform Combined State Law Examination

2010-12-20

View on SEC IAPD

Current Employers

Citizens Securities, Inc.

Disclosures

Employment History

Previous Registrations

Exams

Other Firms

Other Investors

Other Offices

Reviews