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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-28 |
| OK | RA | APPROVED | 2025-04-23 |
| OH | RA | APPROVED | 2023-11-09 |
| PA | RA | APPROVED | 2022-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Forest Hills | PA | 10/2014 | 01/2018 |
| Citizens Securities, Inc. | Forest Hills | PA | 01/2018 | 02/2022 |
| Citizens Securities Inc. | Forest Hills | PA | 02/2022 | 04/2022 |
| Citizens Securities, Inc. | Westwood | MA | 04/2022 | 06/2022 |
| Guardian Life Insurance Company | Pittsburgh | PA | 06/2022 | Present |
| Park Avenue Securities | Pittsburgh | PA | 06/2022 | Present |
1) Creative Gifts Coordinator-Volunteer, Start date: 05/1/2023, Address: 285 St. Martins Drive, Monroeville, PA 15146, 4 total hours per month; 1 during securities trading hours, Investment related, No annual compensation, 2) Equip Class Facilitator, Start Date: 10/5/2025, Address: 285 Saint Martins Dr, Monroeville, PA 15146, 3 total hours per month; 0 during securities trading hours, Investment Related, No Annual Compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-05 |
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