Best Investors Account Sign in
Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-06-15
CT RA APPROVED 2026-06-12
DE RA APPROVED 2026-06-12
MI RA APPROVED 2026-06-12
NH RA APPROVED 2026-06-12
NJ RA APPROVED 2026-06-12
NY RA APPROVED 2026-06-12
OH RA APPROVED 2026-06-12
PA RA APPROVED 2026-06-12
RI RA APPROVED 2026-06-12
VT RA APPROVED 2026-06-12
  • FL RA
    APPROVED
    Since 2026-06-15
  • CT RA
    APPROVED
    Since 2026-06-12
  • DE RA
    APPROVED
    Since 2026-06-12
  • MI RA
    APPROVED
    Since 2026-06-12
  • NH RA
    APPROVED
    Since 2026-06-12
  • NJ RA
    APPROVED
    Since 2026-06-12
  • NY RA
    APPROVED
    Since 2026-06-12
  • OH RA
    APPROVED
    Since 2026-06-12
  • PA RA
    APPROVED
    Since 2026-06-12
  • RI RA
    APPROVED
    Since 2026-06-12
  • VT RA
    APPROVED
    Since 2026-06-12

Branch Locations

200 Station Drive, Westwood, MA 02090 • United States

Bridgeville, PA • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Sewickley PA 06/2019 12/2019
Citizens Bank Pittsburgh PA 04/2014 06/2019
Bank Of America, N.A. Sewickley PA 08/2019 12/2019
Unemployed Bridgeville PA 12/2019 03/2020
Western Southern Life Pittsburgh PA 03/2020 07/2020
W&S Brokerage Services Cincinnati OH 04/2020 07/2020
Citizens Securities, Inc. Bridgeville MA 06/2022 07/2024
Citizens Bank Pittsburgh PA 07/2020 06/2022
Citizens Securities, Inc. Bridgeville MA 07/2024 Present
  • 06/2019 → 12/2019
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Sewickley, PA
  • 04/2014 → 06/2019
    Citizens Bank
    Pittsburgh, PA
  • 08/2019 → 12/2019
    Bank Of America, N.A.
    Sewickley, PA
  • 12/2019 → 03/2020
    Unemployed
    Bridgeville, PA
  • 03/2020 → 07/2020
    Western Southern Life
    Pittsburgh, PA
  • 04/2020 → 07/2020
    W&S Brokerage Services
    Cincinnati, OH
  • 06/2022 → 07/2024
    Bridgeville, MA
  • 07/2020 → 06/2022
    Citizens Bank
    Pittsburgh, PA
  • 07/2024 → Present
    Bridgeville, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-06-19
  • S63 Uniform Securities Agent State Law Examination
    2020-06-19
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Westwood, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor