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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-20 |
| PA | RA | APPROVED | 2024-07-03 |
Branch Locations
70 Towne Square Way Ms: 15B-0050, Pittsburgh, PA 15227 • United States
4210 William Penn Highway Ms: Pmw846, Monroeville, PA 15146 • United States
3901 Washington Road Mailstop: 15B-0069, Mcmurray, PA 15317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Niagara Bank | Houston | PA | 11/2012 | 09/2016 |
| Lpl Financial Llc | Charlotte | NC | 11/2012 | 09/2016 |
| Key Investment Services Llc | Houston | PA | 09/2016 | 06/2024 |
| Citizens Securities, Inc. | Mcmurrary | PA | 06/2024 | Present |
11/07/12- NO BUSINESS NAME/Act in a Fiduciary Capacity /NOT INV REL/AT REPORTED BUSINESS LOCATION(S)/ Power of Attorney for my mother Bonnie G. Bello/ TIME SPENT 1%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-28 |
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