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Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-02-18
FL RA APPROVED 2025-02-03
CA RA APPROVED 2025-01-31
IL RA APPROVED 2025-01-31
MO RA APPROVED 2025-01-31
SC RA APPROVED 2025-01-31
MI RA APPROVED 2024-06-24
  • AZ RA
    APPROVED
    Since 2025-02-18
  • FL RA
    APPROVED
    Since 2025-02-03
  • CA RA
    APPROVED
    Since 2025-01-31
  • IL RA
    APPROVED
    Since 2025-01-31
  • MO RA
    APPROVED
    Since 2025-01-31
  • SC RA
    APPROVED
    Since 2025-01-31
  • MI RA
    APPROVED
    Since 2024-06-24

Branch Locations

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

37307 West 6 Mile Road Mailstop: Mib795, Livonia, MI 48152 • 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
J.P. Morgan Securities Llc Southfield MI 01/2022 11/2023
Jpmorgan Chase Bank, N.A. Southfield MI 01/2022 11/2023
Huntington National Bank Bloomfield Twp MI 01/2021 12/2021
Mass Mutual Great Lakes Southfield MI 06/2020 10/2020
Meijer Kalamazoo MI 10/2018 07/2020
Western Michigan University Kalamazoo MI 09/2017 12/2019
Select 1 Group Holdings Llc Troy MI 05/2019 09/2019
Unemployed Southfield MI 11/2020 12/2020
Meijer Ludington MI 10/2015 09/2017
Best Western/ Sia Gran And West Ludington MI 03/2018 09/2018
Citizens Securities Inc., Livonia MI 11/2023 Present
  • 01/2022 → 11/2023
    J.P. Morgan Securities Llc
    Southfield, MI
  • 01/2022 → 11/2023
    Jpmorgan Chase Bank, N.A.
    Southfield, MI
  • 01/2021 → 12/2021
    Huntington National Bank
    Bloomfield Twp, MI
  • 06/2020 → 10/2020
    Mass Mutual Great Lakes
    Southfield, MI
  • 10/2018 → 07/2020
    Meijer
    Kalamazoo, MI
  • 09/2017 → 12/2019
    Western Michigan University
    Kalamazoo, MI
  • 05/2019 → 09/2019
    Select 1 Group Holdings Llc
    Troy, MI
  • 11/2020 → 12/2020
    Unemployed
    Southfield, MI
  • 10/2015 → 09/2017
    Meijer
    Ludington, MI
  • 03/2018 → 09/2018
    Best Western/ Sia Gran And West
    Ludington, MI
  • 11/2023 → Present
    Livonia, MI
Other Businesses

Rental investment property- Landlord -10 hours per month. 2/1/2024. Notary Public

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-24
S63 Uniform Securities Agent State Law Examination 2022-04-11
  • S65 Uniform Investment Adviser Law Examination
    2024-06-24
  • S63 Uniform Securities Agent State Law Examination
    2022-04-11

View on SEC IAPD

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