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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
3750 W Market St Unit A, Fairlawn, OH 44333-4803 • United States
Brunswick, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Brecksville | OH | 04/2016 | 05/2017 |
| Citizens Securities, Inc | Brecksville | OH | 05/2017 | 02/2020 |
| Citizens Bank | Brecksville | OH | 05/2017 | 02/2020 |
| Citizens Securities, Inc | Canton | MA | 02/2020 | 07/2021 |
| Citizens Bank | Broadview Heights | OH | 02/2020 | 07/2021 |
| Citizens Securities, Inc. | Brecksville | OH | 07/2021 | 02/2022 |
| Fidelity Investments | Fairlawn | OH | 02/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-24 |
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