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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-18 |
| OH | RA | APPROVED | 2025-03-17 |
| MI | RA | APPROVED | 2021-02-22 |
Branch Locations
777 S Flagler Drive Suite #142, West Palm Beach, FL 33401 • United States
37307 West 6 Mile Road Mailstop: Mib795, Livonia, MI 48152 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance | Brownstown | MI | 08/2016 | 12/2016 |
| Citizens Bank N. A. | Livonia | MI | 02/2017 | 07/2021 |
| Citizens Securities, Inc. | Livonia | MI | 02/2017 | 07/2021 |
| Citizens Securities, Inc | Westwood | MA | 07/2021 | 10/2022 |
| Citizens Bank, N/A | Livonia | MI | 07/2021 | 10/2022 |
| Citizens Securities, Inc | Westwood | MA | 10/2022 | Present |
| Citizens Bank, N/A | Livonia | MI | 10/2022 | 07/2024 |
| Citizens Bank, Inc | Livonia | MI | 07/2024 | Present |
1. Notary Public 2. Personal Care Assistant Type of Entity: LLC Responsibilities of Position: Bathing, dressing, laundry, shopping, preparing meals, transportation, personal care assistance Monthly Compensation / Net Profit: $1,500 - $1,800 Date of Initial Involvement: 3/24/2025 Approximate Amount of Time Devoted on a Monthly Basis: 120-125 hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-08 |
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