Best Investors Account Sign in
Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-08-13
IN RA APPROVED 2025-12-02
FL RA APPROVED 2024-01-03
AZ RA APPROVED 2023-11-24
MI RA APPROVED 2022-09-28
  • WA RA
    APPROVED
    Since 2026-08-13
  • IN RA
    APPROVED
    Since 2025-12-02
  • FL RA
    APPROVED
    Since 2024-01-03
  • AZ RA
    APPROVED
    Since 2023-11-24
  • MI RA
    APPROVED
    Since 2022-09-28

Branch Locations

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

31231 Harper Mailstop: Mib777, St. Clair Shores, MI 48082 • United States

21800 Greater Mack Ms: Mib816, St. Clair Shores, MI 48080 • United States

633 Notre Dame Mailstop: Mib774, Grosse Pointe, MI 48230 • 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
Huntington National Bank Lenox MI 01/2016 12/2016
Citizens Bank Sterling Heights MI 01/2017 03/2022
Citizens Securities Inc Sterling Heights MI 01/2017 10/2020
Citizens Securities, Inc Livonia MI 03/2022 09/2023
Creativeweddingfind New Baltimore MI 01/2022 Present
Citizens Securities, Inc. Grosse Pointe MI 09/2023 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-27
S63 Uniform Securities Agent State Law Examination 2017-09-05
  • S65 Uniform Investment Adviser Law Examination
    2022-09-27
  • S63 Uniform Securities Agent State Law Examination
    2017-09-05

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Rocky River, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor