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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-10 |
| PA | RA | APPROVED | 2025-03-31 |
Branch Locations
Bethel Park, PA • United States
1680 Washington Rd Ste H, Pittsburgh, PA 15241-1213 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Pittsburgh | PA | 07/2016 | 12/2017 |
| Citizens Bank | Pittsburgh | PA | 07/2016 | 12/2017 |
| Citizens Securities Inc. | Bethel Park | PA | 12/2017 | 10/2020 |
| Citizens Bank | Bethel Park | PA | 12/2017 | 10/2020 |
| Citizens Securities, Inc | Johnston | RI | 10/2020 | 06/2023 |
| Citizens Bank | Pittsburgh | PA | 10/2020 | 06/2023 |
| Fidelity Investments | Pittsburgh | PA | 06/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-29 |
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