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RIA / WealthAdvisordual registered (broker-dealer)42 years in industry

JO ANN DESMARTEAU-TRUSNIK

Advisor at CITIZENS SECURITIES, INC.

BROADVIEW HEIGHTS, OH | Alliance, OH

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Search this name across graphsid dfx:ria:3c0885b7-901f-dcad-a7a2-e459394d92d7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 22, 2001 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CITIZENS SECURITIES, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 17, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 6
Exams: S66|S63
First exam: Apr 17, 1984
First registration: Aug 22, 2001
Dual registered: yes, broker-dealer
Other names: JOANN MCSWEENY|JO ANN DESMARTEAU|JO ANN MCWEENY|JO ANN SCARFF|JO ANN SCARFF MCWEENY|SCARFF MCWEENY|JOANN SCARFF|JOANN DESMARTEAU|Jo Ann Desmarteau- Trusnik|JO ANN DESMARTEAU
IAPD individual key: 1141741

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CITIZENS SECURITIES, INC.	Bd affiliated wealth	May 16, 2017	n/a	yes	Alliance, OH\|BROADVIEW HEIGHTS, OH	Current employment
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 1, 2012	Jul 28, 2015	no	SEVEN HILLS, OH	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Apr 20, 2006	Oct 1, 2012	no	AKRON, OH\|SEVEN HILLS, OH\|SEVEN HILLS, OH\|INDEPENDENCE, OH\|INDEPENDENCE, OH	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	Aug 22, 2001	Apr 18, 2006	no	INDEPENDENCE, OH\|INDEPENDENCE, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
J.P. MORGAN SECURITIES LLC	CITIZENS SECURITIES, INC.	Jul 28, 2015	May 16, 2017	658	Firm change after gap	Other
CHASE INVESTMENT SERVICES CORP.	J.P. MORGAN SECURITIES LLC	Oct 1, 2012	Oct 1, 2012	0	Bulk transfer	Other
RAYMOND JAMES FINANCIAL SERVICES, INC.	CHASE INVESTMENT SERVICES CORP.	Apr 18, 2006	Apr 20, 2006	2	Firm change	Other

Relationships

Registered with (4)

→ CITIZENS SECURITIES, INC.Registered adviserregistration: current employment
May 16, 2017 to presentfactForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 1, 2012 to Jul 28, 2015factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Apr 20, 2006 to Oct 1, 2012factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Aug 22, 2001 to Apr 18, 2006factForm ADV

Dated events

No dated event names this entity yet.