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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-06 |
| OH | RA | APPROVED | 2022-01-05 |
| MI | RA | APPROVED | 2020-08-14 |
Branch Locations
6465 Orchard Lake Road Ms: Mib788, West Bloomfield, MI 48322 • United States
21550 Center Ridge Road Ms: Ohb671, Rocky River, OH 44116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Maumee | OH | 09/2016 | 06/2017 |
| Nylife Securities Llc | Maumee | OH | 10/2016 | 06/2017 |
| Fifth Third Securities | Novi | MI | 06/2017 | 07/2020 |
| New York Life | Maumee | OH | 09/2016 | 06/2017 |
| Foresters Financial | Southfield | MI | 09/2014 | 09/2016 |
| Citizens Securities, Inc. | W. Bloomfield | MI | 07/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-30 |
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