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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-01-17 |
| OH | RA | APPROVED | 2023-08-25 |
| FL | RA | APPROVED | 2023-01-04 |
| SC | RA | APPROVED | 2021-05-25 |
| NV | RA | APPROVED | 2021-05-05 |
| AZ | RA | APPROVED | 2021-01-06 |
| PA | RA | APPROVED | 2006-07-25 |
Branch Locations
502 Broad Street Mailstop: 15B-0022, Sewickley, PA 15143 • United States
4210 William Penn Highway Ms: Pmw846, Monroeville, PA 15146 • 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 |
|---|---|---|---|---|
| Citizens Securities, Inc. | Sewickley | PA | 05/2003 | Present |
1) Central Valley Youth Baseball - Coach. Start date: 03/2017. Zero compensation. 16 hours/month. 2) Power of Attorney for Rita Craig- Oversee financial and medical affairs for my wife's aunt Rita E. Craig. 3) Trading Cards Selling - Seller. 8-10 hrs/month. Start date: 07/2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 1990-07-09 |
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