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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
Branch Locations
444 Liberty Avenue, 19Th Floor, Pittsburgh, PA 15222 • United States
200 Station Drive, Westwood, MA 02090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-05 |
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