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Current Employers
Citizens Securities, Inc.

One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-01-03
OH RA APPROVED 2022-04-19
PA RA APPROVED 2020-05-01
  • FL RA
    APPROVED
    Since 2024-01-03
  • OH RA
    APPROVED
    Since 2022-04-19
  • PA RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2016 → 09/2016
    Lpl Financial Llc
    Monongalia, PA
  • 04/2016 → 09/2016
    First Niagara Bank
    Monongahela, PA
  • 09/2016 → 06/2017
    Pepper Pike, OH
  • 09/2016 → 06/2017
    Keybank
    Monongahela, PA
  • 06/2017 → 06/2018
    Pepper Pike, OH
  • 06/2017 → 06/2018
    Keybank
    Monongahela, PA
  • 06/2018 → 04/2020
    Key Investment Services
    Pepper Pike, OH
  • 06/2018 → 04/2020
    Keybank
    Monongahela, PA
  • 04/2020 → Present
    Latrobe, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-04
S63 Uniform Securities Agent State Law Examination 2016-08-16
  • S66 Uniform Combined State Law Examination
    2018-06-04
  • S63 Uniform Securities Agent State Law Examination
    2016-08-16

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