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Joshua Tremmel

Citizens Securities, Inc.

Maumee, OH

Rocky River, OH

Toledo, OH

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Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-07-13
KY RA APPROVED 2026-06-23
MI RA APPROVED 2022-01-05
OH RA APPROVED 2020-12-01
  • TX RA
    APPROVED_RES
    Since 2026-07-13
  • KY RA
    APPROVED
    Since 2026-06-23
  • MI RA
    APPROVED
    Since 2022-01-05
  • OH RA
    APPROVED
    Since 2020-12-01

Branch Locations

1560 South Holland-Sylvania Road Mailstop: Ohb591, Maumee, OH 43537 • United States

21550 Center Ridge Road Ms: Ohb671, Rocky River, OH 44116 • United States

3230 West Alexis Road Mailstop: Ohb625, Toledo, OH 43613 • 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
Nylife Securities Llc Maumee OH 10/2016 11/2020
New York Life Insurance Co Maumee OH 09/2016 11/2020
Unemployed Swanton OH 01/2016 09/2016
Eagle Strategies Llc Maumee OH 09/2018 11/2020
Citizens Securities, Inc. Maumee OH 11/2020 Present
  • 10/2016 → 11/2020
    Nylife Securities Llc
    Maumee, OH
  • 09/2016 → 11/2020
    New York Life Insurance Co
    Maumee, OH
  • 01/2016 → 09/2016
    Unemployed
    Swanton, OH
  • 09/2018 → 11/2020
    Eagle Strategies Llc
    Maumee, OH
  • 11/2020 → Present
    Citizens Securities, Inc.
    Maumee, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-03
  • S66 Uniform Combined State Law Examination
    2015-02-03
Other Names
  • Josh Tremmel
  • Joshua Aaron Tremmel

View on SEC IAPD

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PATRIOT WEALTH PLANNERS LLC
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OSAIC WEALTH, INC.

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FRANK P ECHELMEYER
MUHAMMED-KABEER OLAREWAJU GBAJA-BIAMILA

Other Offices

CAMELOT EVENT-DRIVEN ADVISORS, LLC · MAUMEE, OH
THE RETIREMENT GUYS FORMULA · MAUMEE, OH
CAMELOT PORTFOLIOS, LLC · MAUMEE, OH
ATLANTIS WEALTH ADVISORS LLC · MAUMEE, OH
MUNN WEALTH MANAGEMENT, LLC · MAUMEE, OH
PATRIOT WEALTH PLANNERS LLC · MAUMEE, OH
BLACKRIDGE ASSET MANAGEMENT, LLC · Maumee, OH
OSAIC WEALTH, INC. · MAUMEE, OH

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