Best Investors
Account
Sign in
One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-26 |
| FL | RA | APPROVED | 2025-03-31 |
| WV | RA | APPROVED | 2019-01-25 |
| PA | RA | APPROVED | 2019-01-22 |
Branch Locations
331 Washington Rd Mailstop: 15B-0879, Washington, PA 15301 • United States
1300 Country Club Rd. Mailstop: 15B-0860, Monongahela, PA 15063 • United States
3701 State Route 88 Mailstop: 15B-6767, Finleyville, PA 15332 • United States
4210 William Penn Highway Ms: Pmw846, Monroeville, PA 15146 • United States
40 South Main Street Ms: 15B-0061, Washington, PA 15301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Washington | PA | 10/2014 | 10/2018 |
| Pnc Bank | Washington | PA | 10/2014 | 10/2018 |
| Citizens Securities Inc. | Pittsburgh | PA | 11/2018 | 07/2021 |
| Citizens Bank | Pittsburgh | PA | 11/2018 | 07/2021 |
| Citizens Securities, Inc | Westwood | MA | 07/2021 | 10/2022 |
| Citizens Bank, N/A | Pittsburgh | PA | 07/2021 | 10/2022 |
| Citizens Securitiess, Inc | Westwood | MA | 10/2022 | 04/2026 |
| Citizens Bank, N/A | Pittsburgh | PA | 10/2022 | 04/2026 |
| Citizens Securities, Inc. | Washington | PA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-14 |
Reach out to this advisor