Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-13 |
| VT | RA | APPROVED | 2025-03-12 |
| PA | RA | APPROVED | 2022-10-03 |
Branch Locations
1796 Golden Mile Highway Mail Stop: Pa872, Monroeville, PA 15146 • United States
777 S Flagler Drive Suite #142, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Mcmurray | PA | 06/2015 | 10/2020 |
| Walnut Grill | Wexford | PA | 09/2012 | 10/2020 |
| Citizens Securities, Inc. | Mcmurray | PA | 06/2015 | 10/2020 |
| Citizens Securities, Inc | Pittsburgh | PA | 10/2022 | Present |
| Citizens Bank, N.A | Pittsburgh | PA | 10/2022 | Present |
| Citizens Bank | Bethel Park | PA | 10/2020 | 09/2022 |
1. Notary Citizens Bank
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-24 |
Reach out to this advisor