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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-28 |
| FL | RA | APPROVED | 2026-05-20 |
| MI | RA | APPROVED | 2026-03-23 |
Branch Locations
21550 Center Ridge Road Ms: Ohb671, Rocky River, OH 44116 • United States
2270 16 Mile Rd. 16 Mile/Dequindre / Ms: Mib855, Sterling Heights, MI 48310 • United States
14945 23 Mile Rd. Mailstop: Mib907, Shelby Township, MI 48315 • United States
21555 21 Mile Rd Mailstop: Mib763, Macomb Township, MI 48044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab Co., & Inc. | Novi | MI | 07/2015 | 04/2017 |
| Raymond James & Associates, Inc. | Rochester | MI | 04/2017 | 12/2023 |
| Unemployed-Homemaker | Washington | MI | 12/2023 | 08/2024 |
| Thrivent Financial | Appleton | WI | 08/2024 | 03/2026 |
| Thrivent Investment Management Inc | Minneapolis | MN | 08/2024 | Present |
| Citizens Securities, Inc. | Ferndale | MI | 03/2026 | Present |
This is an LLC that was established for the purchase of one share in a restaurant call the The Twisted Fork in Port Charlotte, Florida. The LLC was established between me and my husband along with my sister.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-06 |
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