Best Investors
Account
Sign in
One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-27 |
Branch Locations
777 S Flagler Drive Suite #142, West Palm Beach, FL 33401 • United States
18000 Bagley Road, Middleburg Heights, OH 44130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Middleburg Heights | OH | 01/2026 | Present |
| Citizens Bank | Middleburg Heights | OH | 06/2016 | Present |
| Pearls Hope | Beachwood | OH | 11/2023 | Present |
Pearl's Hope-Personal Support Services Responsibilities: Medical companion care including medication reminders, light housekeeping, meal prep and companionship Date of Initial Involvement: 08/2025 Approximate amount of time/month: 50/60 monthly-off hours during evenings and weekends
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-25 |
Reach out to this advisor