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 |
|---|---|---|---|
| MD | RA | APPROVED | 2026-03-25 |
| OH | RA | APPROVED | 2024-02-13 |
| NY | RA | APPROVED | 2022-02-03 |
| PA | RA | APPROVED | 2021-02-12 |
Branch Locations
5550 Centre Avenue Ms: 15B-6744, Pittsburgh, PA 15232 • United States
106 Isabella St., Suite 102 Mailstop: 15B-0004, Pittsburgh, PA 15212 • United States
3718 5Th Ave Mailstop: 15B-0005, Pittsburgh, PA 15213 • United States
6112 Penn Mall Ms: Pa820, Pittsburgh, PA 15206 • United States
4210 William Penn Highway Ms: Pmw846, Monroeville, PA 15146 • United States
8050 Peebles Rd Ms: 15B-0089, Pittsburgh, PA 15237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| European Wax Center | Mccandless | PA | 05/2014 | 04/2017 |
| Northwestern Mutual | Pittsburgh | PA | 01/2016 | 09/2016 |
| Robert Morris University | Moon Twp. | PA | 08/2013 | 12/2016 |
| Bny Mellon | Pittsburgh | PA | 05/2017 | 11/2017 |
| Citizens Bank | Pittsburgh | PA | 03/2018 | 04/2020 |
| Citizens Securities, Inc. | Pittsburgh | PA | 04/2018 | 04/2020 |
| Unemployment | North Appolo | PA | 12/2017 | 02/2018 |
| Citizens Securities, Inc. | Monroeville | PA | 04/2020 | 01/2022 |
| Citizens Securities, Inc. | Pittsburgh | PA | 01/2022 | 09/2023 |
| Citizens Securities, Inc. | Pittsburgh | PA | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-18 |
Reach out to this advisor