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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-07 |
Branch Locations
1593 Washington Pike, Bridgeville, PA 15017 • United States
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities | Washington | PA | 04/2016 | 10/2020 |
| Citizens Bank | Washington | PA | 04/2016 | 10/2020 |
| Citizens Bank | Mcmurray | PA | 10/2020 | 08/2021 |
| Citizens Securities, Inc | Westwood | MA | 10/2020 | 08/2021 |
| Citizens Securities, Inc | Westwood | MA | 08/2021 | 10/2021 |
| Citizens Bank | Mcmurray | PA | 08/2021 | 10/2021 |
| Pnc Private Bank | Pittsburgh | PA | 10/2021 | 06/2023 |
| Mid Penn Bank | Pittsburgh | PA | 06/2023 | 09/2024 |
| Infinex Investments, Inc. | Meriden | CT | 06/2023 | 09/2024 |
| Key Investment Services, Llc | Brooklyn | OH | 10/2024 | 10/2024 |
| Key Investment Services, Llc | Brooklyn | OH | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-09 |
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