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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-10-24 |
| AZ | RA | APPROVED | 2024-10-23 |
| PR | RA | APPROVED | 2024-10-21 |
| AR | RA | APPROVED | 2024-10-15 |
| ID | RA | APPROVED | 2024-10-15 |
| NH | RA | APPROVED | 2024-10-15 |
| SC | RA | APPROVED | 2024-10-15 |
| KY | RA | APPROVED | 2024-10-14 |
| MS | RA | APPROVED | 2024-10-14 |
| ND | RA | APPROVED | 2024-10-14 |
| OR | RA | APPROVED | 2024-10-14 |
| IA | RA | APPROVED | 2024-10-11 |
| GA | RA | APPROVED | 2024-10-10 |
| HI | RA | APPROVED | 2024-10-10 |
| LA | RA | APPROVED | 2024-10-10 |
| MI | RA | APPROVED | 2024-10-10 |
| DE | RA | APPROVED | 2024-10-09 |
| FL | RA | APPROVED | 2024-10-09 |
| MT | RA | APPROVED | 2024-10-09 |
| NV | RA | APPROVED | 2024-10-09 |
| NJ | RA | APPROVED | 2024-10-09 |
| NM | RA | APPROVED | 2024-10-09 |
| NY | RA | APPROVED | 2024-10-09 |
| PA | RA | APPROVED | 2024-10-09 |
| RI | RA | APPROVED | 2024-10-09 |
| TX | RA | APPROVED_RES | 2024-10-09 |
| UT | RA | APPROVED | 2024-10-09 |
| VA | RA | APPROVED | 2024-10-09 |
| AL | RA | APPROVED | 2024-10-08 |
| AK | RA | APPROVED | 2024-10-08 |
| CA | RA | APPROVED | 2024-10-08 |
| CO | RA | APPROVED | 2024-10-08 |
| CT | RA | APPROVED | 2024-10-08 |
| IN | RA | APPROVED | 2024-10-08 |
| KS | RA | APPROVED | 2024-10-08 |
| ME | RA | APPROVED | 2024-10-08 |
| MD | RA | APPROVED | 2024-10-08 |
| MN | RA | APPROVED | 2024-10-08 |
| MO | RA | APPROVED | 2024-10-08 |
| NE | RA | APPROVED | 2024-10-08 |
| NC | RA | APPROVED | 2024-10-08 |
| OK | RA | APPROVED | 2024-10-08 |
| SD | RA | APPROVED | 2024-10-08 |
| VT | RA | APPROVED | 2024-10-08 |
| WA | RA | APPROVED | 2024-10-08 |
| WI | RA | APPROVED | 2024-10-08 |
| WY | RA | APPROVED | 2024-10-08 |
| OH | RA | APPROVED | 2024-10-02 |
Branch Locations
780 W State Street, Alliance, OH 44601 • United States
8715 Mentor Avenue, Mentor, OH 44060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 11/2021 | 05/2023 |
| Dissauer Construction | Wickliffe | OH | 06/2018 | 09/2021 |
| Lindenwood University | St Charles | OH | 08/2018 | 05/2020 |
| Spring Hill College | Mobile | AL | 08/2015 | 06/2018 |
| Westpoint Wealth Management, Llc | Berea | OH | 07/2023 | 09/2024 |
| Equitable Advisors, Llc | New York | NY | 01/2022 | 05/2023 |
| Citizens Securities, Inc. | Mentor | OH | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-07 |
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