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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-29 |
Branch Locations
41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-12-05 |
Branch Locations
Squirrel Hill 5823 Forbes Avenue, Pittsburgh, PA 15217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Pittsburgh | PA | 11/2013 | 11/2017 |
| Citizens Securities Inc | Pittsburgh | PA | 12/2018 | 06/2021 |
| Citizens Bank | Pittsburgh | PA | 12/2018 | 06/2021 |
| Citizens Bank | Pittsburgh | PA | 11/2017 | 12/2018 |
| Citizens Securtities Inc. | Mcmurray | PA | 06/2021 | 10/2022 |
| Citizens Bank, N.A | Mcmurray | PA | 06/2021 | 10/2022 |
| Citizens Securities, Inc | Westwood | MA | 10/2022 | 12/2024 |
| Citizens Bank, N/A | Mcmurray | PA | 10/2022 | 12/2024 |
| The Huntington Investment Company | Columbus | OH | 12/2024 | Present |
| Ameriprise Financial Services, Llc | Pittsburgh | PA | 06/2026 | Present |
NAME: Opulent Occasions POSITION: Owner NATURE: Party decorating and rental. Balloon design INVESTMENT RELATED: no NUMBER OF HOURS: 5-10 SECURITIES TRADING HOURS: 0 START DATE: 7/21/2022 ADDRESS: 2429 Glenroy street Pittsburgh, PA 15210 DESCRIPTION: Party decorating and rental. Balloon design
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-11 |
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