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Jeremy J Koenig

Citizens Securities, Inc.

Monroeville, PA

Pittsburgh, PA

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Current Employers
Citizens Securities, Inc.

One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-09-25
WV RA APPROVED 2023-01-06
FL RA APPROVED 2022-08-31
SC RA APPROVED 2020-04-15
TX RA APPROVED_RES 2020-04-15
PA RA APPROVED 2015-06-26
  • CA RA
    APPROVED
    Since 2024-09-25
  • WV RA
    APPROVED
    Since 2023-01-06
  • FL RA
    APPROVED
    Since 2022-08-31
  • SC RA
    APPROVED
    Since 2020-04-15
  • TX RA
    APPROVED_RES
    Since 2020-04-15
  • PA RA
    APPROVED
    Since 2015-06-26

Branch Locations

4210 William Penn Highway Ms: Pmw846, Monroeville, PA 15146 • United States

8050 Peebles Rd Ms: 15B-0089, Pittsburgh, PA 15237 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citizens Securities, Inc. Pittsburgh PA 01/2013 Present
Other Businesses

Wexford Farms - Delivery driver; 20 hours per month; Start date: 06/2022.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-13
S63 Uniform Securities Agent State Law Examination 2008-04-07
  • S65 Uniform Investment Adviser Law Examination
    2015-05-13
  • S63 Uniform Securities Agent State Law Examination
    2008-04-07

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · MONROEVILLE, PA
CETERA INVESTMENT ADVISERS LLC · MONROEVILLE, PA
CITIZENS SECURITIES, INC. · MONROEVILLE, PA
MARION WEALTH MANAGEMENT · MONROEVILLE, PA
COY CAPITAL MANAGEMENT · MONROEVILLE, PA
LPL FINANCIAL LLC · MONROEVILLE, PA
AMERIPRISE FINANCIAL SERVICES, LLC · Monroeville, PA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Monroeville, PA

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