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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank Na | Pittsburgh | PA | 11/2019 | 03/2021 |
| Duckstein Contracting Inc | Mckees Rocks | PA | 03/2019 | 11/2019 |
| Citizens Bank Na | Akron | OH | 08/2017 | 03/2019 |
| J.P. Morgan Chase Bank | Barberton | OH | 02/2015 | 08/2017 |
| Kent State University: Student | Kent | OH | 08/2011 | 05/2017 |
| Citizens Securities, Inc. | Pittsburgh | PA | 12/2019 | 03/2021 |
| Citizens Securities, Inc. | Bethel Park | PA | 03/2021 | 11/2025 |
| Pnc Wealth Management | Mckees Rocks | PA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-21 |
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