Best Investors
Account
Sign in
One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-05 |
Reach out to this advisor