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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-13 |
| PA | RA | APPROVED | 2015-08-10 |
Branch Locations
777 S Flagler Drive Suite #142, West Palm Beach, FL 33401 • United States
11060 Perry Highway, Wexford, PA 15090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cco Investment Services | Pittsburgh | PA | 11/2014 | 12/2017 |
| Citizens Securities Inc. | Pittsburgh | PA | 12/2017 | 06/2021 |
| Citizens Bank | Pittsburgh | PA | 12/2017 | 06/2021 |
| Citizens Securities Inc. | Broadview Heights | OH | 06/2021 | 10/2022 |
| Citizens Securities, Inc | Westwood | MA | 10/2022 | Present |
| Citizens Bank, N/A | Wexford | PA | 10/2022 | Present |
POA - For Father - Richard McClellan - Position: POA Currently - Named successor, Trustee of Trusts. No current activity. Responsibilities of Position: Writing checks and conducting some benign transactions. Monthly Compensation / Net Profit: $0. Date of Initial Involvement: 01/01/2024, Approximate Amount of Time Devoted on a Monthly Basis: 2-3 Hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-06 |
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