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Daniel R Lavezoli

Citizens Securities, Inc.

Pittsburgh, PA

Monroeville, PA

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Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2023-11-15
WV RA APPROVED 2021-09-23
VA RA APPROVED 2019-09-30
NC RA APPROVED 2019-07-15
SC RA APPROVED 2016-03-10
OH RA APPROVED 2016-03-09
FL RA APPROVED 2016-01-07
PA RA APPROVED 2003-05-01
  • DE RA
    APPROVED
    Since 2023-11-15
  • WV RA
    APPROVED
    Since 2021-09-23
  • VA RA
    APPROVED
    Since 2019-09-30
  • NC RA
    APPROVED
    Since 2019-07-15
  • SC RA
    APPROVED
    Since 2016-03-10
  • OH RA
    APPROVED
    Since 2016-03-09
  • FL RA
    APPROVED
    Since 2016-01-07
  • PA RA
    APPROVED
    Since 2003-05-01

Branch Locations

1918 Mccague St Mailstop: 15B-0026, Pittsburgh, PA 15218 • United States

4210 William Penn Highway Ms: Pmw846, Monroeville, PA 15146 • 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 05/2002 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-01-13
S63 Uniform Securities Agent State Law Examination 2000-04-07
  • S65 Uniform Investment Adviser Law Examination
    2003-01-13
  • S63 Uniform Securities Agent State Law Examination
    2000-04-07
Other Names
  • R Lavezoli Daniel
  • Daniel Lavezoli R

View on SEC IAPD

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WESBANCO SECURITIES, INC.

Other Investors

BRANDON JAMES HAYNES
DARIN BRYCE HAWN
JOSEPH ADAM MARSTELLAR
JASON E GRAPER
Courtney Ann Collins
JOSEPH CHARLES CLARK
Ariel Irene Elise Watson
NANCY DUGAN MCKEE

Other Offices

ALLEGHENY FINANCIAL GROUP · PITTSBURGH, PA
ALLEGHENY INVESTMENTS · PITTSBURGH, PA
ANALYTX CAPITAL MANAGEMENT LP · PITTSBURGH, PA
CWM, LLC · Pittsburgh, PA
LPL FINANCIAL LLC · BELLEVUE, PA
DS WEALTH ADVISORS, INC. · PITTSBURGH, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PITTSBURGH, PA
WESBANCO SECURITIES, INC. · PITTSBURGH, PA

More in Pittsburgh, PA

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