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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-03 |
| OH | RA | APPROVED | 2022-04-19 |
| PA | RA | APPROVED | 2020-05-01 |
Branch Locations
4210 William Penn Highway Ms: Pmw846, Monroeville, PA 15146 • United States
4210 William Penn Hwy Ms: 15B-0017, Monroeville, PA 15146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Monongalia | PA | 06/2016 | 09/2016 |
| First Niagara Bank | Monongahela | PA | 04/2016 | 09/2016 |
| Key Investment Services Llc | Pepper Pike | OH | 09/2016 | 06/2017 |
| Keybank | Monongahela | PA | 09/2016 | 06/2017 |
| Key Investment Services, Llc | Pepper Pike | OH | 06/2017 | 06/2018 |
| Keybank | Monongahela | PA | 06/2017 | 06/2018 |
| Key Investment Services | Pepper Pike | OH | 06/2018 | 04/2020 |
| Keybank | Monongahela | PA | 06/2018 | 04/2020 |
| Citizens Securities, Inc. | Latrobe | PA | 04/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-16 |
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