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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-05 |
| MO | RA | APPROVED | 2023-06-05 |
| OR | RA | APPROVED | 2023-06-02 |
| MT | RA | APPROVED | 2023-05-25 |
| AZ | RA | APPROVED | 2023-05-23 |
| NC | RA | APPROVED | 2023-05-23 |
| NH | RA | APPROVED | 2023-05-18 |
| PR | RA | APPROVED | 2023-05-18 |
| AR | RA | APPROVED | 2023-05-17 |
| SC | RA | APPROVED | 2023-05-17 |
| AK | RA | APPROVED | 2023-05-16 |
| LA | RA | APPROVED | 2023-05-16 |
| GA | RA | APPROVED | 2023-05-15 |
| ID | RA | APPROVED | 2023-05-15 |
| IN | RA | APPROVED | 2023-05-15 |
| IA | RA | APPROVED | 2023-05-15 |
| NV | RA | APPROVED | 2023-05-15 |
| ND | RA | APPROVED | 2023-05-15 |
| OK | RA | APPROVED | 2023-05-15 |
| PA | RA | APPROVED | 2023-05-15 |
| IL | RA | APPROVED | 2023-05-12 |
| KY | RA | APPROVED | 2023-05-12 |
| MI | RA | APPROVED | 2023-05-12 |
| VA | RA | APPROVED | 2023-05-12 |
| CO | RA | APPROVED | 2023-05-11 |
| CT | RA | APPROVED | 2023-05-11 |
| FL | RA | APPROVED | 2023-05-11 |
| HI | RA | APPROVED | 2023-05-11 |
| MD | RA | APPROVED | 2023-05-11 |
| MS | RA | APPROVED | 2023-05-11 |
| NM | RA | APPROVED | 2023-05-11 |
| RI | RA | APPROVED | 2023-05-11 |
| TX | RA | APPROVED_RES | 2023-05-11 |
| WI | RA | APPROVED | 2023-05-11 |
| AL | RA | APPROVED | 2023-05-10 |
| CA | RA | APPROVED | 2023-05-10 |
| DE | RA | APPROVED | 2023-05-10 |
| KS | RA | APPROVED | 2023-05-10 |
| ME | RA | APPROVED | 2023-05-10 |
| MN | RA | APPROVED | 2023-05-10 |
| NE | RA | APPROVED | 2023-05-10 |
| NJ | RA | APPROVED | 2023-05-10 |
| OH | RA | APPROVED | 2023-05-10 |
| SD | RA | APPROVED | 2023-05-10 |
| UT | RA | APPROVED | 2023-05-10 |
| VT | RA | APPROVED | 2023-05-10 |
| WA | RA | APPROVED | 2023-05-10 |
Branch Locations
444 Liberty Avenue, 19Th Floor, Pittsburgh, PA 15222 • United States
20 Corporate Woods Blvd, Suite 302 Ms: Nyac10, Albany, NY 12211 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Alpharetta | GA | 06/2018 | 01/2019 |
| World Financial Group, Inc. | Alpharetta | GA | 05/2017 | 01/2019 |
| Western And Southern Life | Youngstown | OH | 12/2015 | 05/2017 |
| Real Estate | Alpharetta | GA | 10/2018 | 01/2019 |
| Alira Health | Atlanta | GA | 11/2018 | 01/2019 |
| Ameriprise Financial Services, Inc. | Saltsburg | PA | 01/2019 | 12/2019 |
| Pnc Investments | Pittsburgh | PA | 02/2020 | 06/2021 |
| Uber Technologies | San Francisco | CA | 10/2017 | 05/2022 |
| Northwood Realty Services | New Castle | PA | 10/2021 | 01/2023 |
| Keller Williams | Alpharetta | GA | 10/2018 | 01/2019 |
| Transamerica Financial Advisors, Inc | Kirtland | OH | 03/2022 | 04/2023 |
| World Financial Group, Inc | Kirtland | OH | 02/2022 | 04/2023 |
| Lyft Technologies | San Francisco | CA | 05/2022 | 07/2024 |
| Brokers Realty | Hermatage | PA | 01/2023 | 04/2023 |
| Citizens Securities, Inc. | Pittsburgh | PA | 04/2023 | Present |
Preacher/Minister-Independent $500-1000/monthly compensation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-23 |
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