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Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-01-05
NJ RA APPROVED 2021-12-23
OH RA APPROVED 2021-12-01
CT RA APPROVED 2021-11-30
DE RA APPROVED 2021-11-30
MI RA APPROVED 2021-11-30
NH RA APPROVED 2021-11-30
NY RA APPROVED 2021-11-30
PA RA APPROVED 2021-11-30
RI RA APPROVED 2021-11-30
VT RA APPROVED 2021-11-30
  • FL RA
    APPROVED
    Since 2022-01-05
  • NJ RA
    APPROVED
    Since 2021-12-23
  • OH RA
    APPROVED
    Since 2021-12-01
  • CT RA
    APPROVED
    Since 2021-11-30
  • DE RA
    APPROVED
    Since 2021-11-30
  • MI RA
    APPROVED
    Since 2021-11-30
  • NH RA
    APPROVED
    Since 2021-11-30
  • NY RA
    APPROVED
    Since 2021-11-30
  • PA RA
    APPROVED
    Since 2021-11-30
  • RI RA
    APPROVED
    Since 2021-11-30
  • VT RA
    APPROVED
    Since 2021-11-30

Branch Locations

444 Liberty Avenue, 19Th Floor, Pittsburgh, PA 15222 • United States

200 Station Drive, Westwood, MA 02090 • 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
Bpu Investment Management, Inc. Pittsburgh PA 01/2017 02/2020
Mercyhurst University Erie PA 08/2012 12/2016
Lpl Financial, Llc Pittsburgh PA 01/2020 12/2021
Wealth Enhancement Group Plymouth MN 03/2020 11/2021
Wealth Enhancement Advisory Services Plymouth MN 03/2020 11/2021
Wealth Enhancement Brokerage Services, Llc Plymouth MN 03/2020 11/2021
Citizens Securities Inc. Pittsburgh PA 11/2021 11/2023
Citizens Securities, Inc. Pittsburgh PA 11/2023 Present
  • 01/2017 → 02/2020
    Bpu Investment Management, Inc.
    Pittsburgh, PA
  • 08/2012 → 12/2016
    Mercyhurst University
    Erie, PA
  • 01/2020 → 12/2021
    Lpl Financial, Llc
    Pittsburgh, PA
  • 03/2020 → 11/2021
    Wealth Enhancement Group
    Plymouth, MN
  • 03/2020 → 11/2021
    Wealth Enhancement Advisory Services
    Plymouth, MN
  • 03/2020 → 11/2021
    Wealth Enhancement Brokerage Services, Llc
    Plymouth, MN
  • 11/2021 → 11/2023
    Pittsburgh, PA
  • 11/2023 → Present
    Pittsburgh, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-05
  • S66 Uniform Combined State Law Examination
    2018-06-05
Designations

View on SEC IAPD

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