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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-02 |
| FL | RA | APPROVED | 2024-01-03 |
| OH | RA | APPROVED | 2023-11-15 |
| PA | RA | APPROVED | 2020-12-23 |
Branch Locations
4210 William Penn Highway Ms: Pmw846, Monroeville, PA 15146 • 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 |
|---|---|---|---|---|
| First Niagara Bank | Butler | PA | 07/2009 | 09/2016 |
| Lpl Financial Llc | Butler | PA | 10/2009 | 09/2016 |
| Key Investment Services Llc | Butler | PA | 09/2016 | 02/2019 |
| Key Investment Services Llc | Pepper Pike | OH | 02/2019 | 11/2020 |
| Citizens Securities, Inc. | Butler | PA | 12/2020 | Present |
Center Township Athletic Association - Vice President; Field maintenance, coaching, organizing fundraising/grants. 15-20 hours/month. Start date: 11/2021.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-19 |
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