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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-26 |
Branch Locations
108 South Murphy Road, Murphy, TX 75094 • United States
8401 Lakeview Parkway, Rowlett, TX 75088 • United States
5445 North Garland Avenue, Garland, TX 75040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | San Jose | CA | 09/2006 | 07/2022 |
| Citi Personal Wealth Management | Irving | TX | 08/2022 | 03/2023 |
| Citizens Securities Inc. | Irving | TX | 04/2023 | 05/2023 |
| Pnc Investments Llc | Murphy | TX | 05/2023 | Present |
07/02/2022 / Joint Ownership / Rental Property / Non-Investment related / Zero hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-21 |
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