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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-30 |
Branch Locations
105 Main St. Mailstop: Mib859, Belleville, MI 48111 • United States
21550 Center Ridge Road Ms: Ohb671, Rocky River, OH 44116 • United States
3365 Washtenaw Ave, Suite L Ms: Mib756, Ann Arbor, MI 48104 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services | Brooklyn | OH | 10/2021 | 01/2022 |
| Keybank | Ypsilanti | MI | 10/2021 | 01/2022 |
| Keybank | Ypsilanti | MI | 08/2016 | 10/2021 |
| Key Investment Services Llc | Brooklyn | OH | 01/2022 | 09/2022 |
| Keybank | Ypsilanti | MI | 01/2022 | 09/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ann Arbor | MI | 09/2022 | 03/2023 |
| Bank Of America N.A. | Ann Arbor | MI | 11/2022 | 03/2023 |
| Key Investment Services Llc | Brooklyn | OH | 03/2023 | 01/2026 |
| Keybank | Ypsilanti | MI | 03/2023 | 06/2024 |
| Keybank | Ann Arbor | MI | 06/2024 | 01/2026 |
| Citizens Securities Inc. | Ann Arbor | MI | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-15 |
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