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Jo Ann Desmarteau-Trusnik

Citizens Securities, Inc.

Alliance, OH

Broadview Heights, 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 2025-12-09
GA RA APPROVED 2024-05-09
IL RA APPROVED 2023-01-27
FL RA APPROVED 2019-09-25
OH RA APPROVED 2017-05-16
PA RA APPROVED 2017-05-16
  • TX RA
    APPROVED_RES
    Since 2025-12-09
  • GA RA
    APPROVED
    Since 2024-05-09
  • IL RA
    APPROVED
    Since 2023-01-27
  • FL RA
    APPROVED
    Since 2019-09-25
  • OH RA
    APPROVED
    Since 2017-05-16
  • PA RA
    APPROVED
    Since 2017-05-16

Branch Locations

780 W State Street, Alliance, OH 44601 • United States

9243 Broadview Road Ms: Ohb554, Broadview Heights, OH 44147 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Citizens Securities, Inc. Broadview Hts OH 08/2015 Present
Previous Registrations
  • 2012-10-01 → 2015-07-28
    J.P. Morgan Securities Llc
    Seven Hills, OH
  • 2006-04-20 → 2012-10-01
    Chase Investment Services Corp.
    Akron, OH
    Seven Hills, OH
    Seven Hills, OH
    Independence, OH
    Independence, OH
  • 2001-08-22 → 2006-04-18
    Raymond James Financial Services, Inc.
    Independence, OH
    Independence, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-15
S63 Uniform Securities Agent State Law Examination 1984-04-17
  • S66 Uniform Combined State Law Examination
    2017-05-15
  • S63 Uniform Securities Agent State Law Examination
    1984-04-17
Other Names
  • Joann Mcsweeny
  • Jo Ann Desmarteau
  • Jo Ann Mcweeny
  • Jo Ann Scarff
  • Jo Ann Scarff Mcweeny
  • Scarff Mcweeny
  • Joann Scarff
  • Joann Desmarteau
  • Jo Ann Desmarteau- Trusnik
  • Jo Ann Desmarteau

View on SEC IAPD

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