Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-18 |
| PA | RA | APPROVED | 2025-03-17 |
| OH | RA | APPROVED | 2024-03-04 |
Branch Locations
8378 East Washington Street, Chagrin Falls, OH 44023 • United States
777 S Flagler Drive Suite #142, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank | Warrensville Heights | OH | 07/2015 | 09/2017 |
| Citizens Securities, Inc. | Beachwood | OH | 09/2017 | 08/2019 |
| Citizens | Brecksville | OH | 08/2019 | 01/2024 |
| Citizens Securities, Inc. | Westwood | MA | 01/2024 | Present |
| Citizens Bank, N/A | Chagrin Falls | OH | 01/2024 | Present |
Ohio Notary. Provide complementary notary services to Citizens customers within the branch. Less than 1hr per month. Commissioned in December 2022; commission expires 12/26/26.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-01 |
| S65 | Uniform Investment Adviser Law Examination | 2018-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-11 |
Reach out to this advisor