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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-06-08 |
| AL | RA | APPROVED | 2025-01-07 |
| NC | RA | APPROVED | 2024-01-10 |
| FL | RA | APPROVED | 2020-01-03 |
| PA | RA | APPROVED | 2017-01-20 |
Branch Locations
1796 Golden Mile Highway Mail Stop: Pa872, Monroeville, PA 15146 • United States
4210 William Penn Highway Ms: Pmw846, Monroeville, PA 15146 • United States
3136 Leechburg Rd, Lower Burrell, PA 15068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | North Huntingdon | PA | 01/2015 | 09/2016 |
| First Niagara Bank | North Huntingdon | PA | 01/2015 | 09/2016 |
| Key Investment Services Llc | Pepper Pike | OH | 09/2016 | 01/2017 |
| Keybank | Pittsburgh | PA | 09/2016 | 01/2017 |
| Citizens Bank | Pittsburgh | PA | 01/2017 | 04/2022 |
| Citizens Securities Inc. | Pittsburgh | PA | 12/2017 | 04/2022 |
| Citizens Bank | Pittsburgh | PA | 12/2017 | 04/2022 |
| Citizens Bank | Pittsburgh | PA | 04/2022 | 09/2023 |
| Citizens Securities, Inc. | Lower Burrell | PA | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-07 |
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