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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-19 |
| WI | RA | APPROVED | 2025-02-18 |
| OH | RA | APPROVED | 2025-02-10 |
| MI | RA | APPROVED | 2025-02-07 |
| NY | RA | APPROVED | 2025-02-07 |
| PA | RA | APPROVED | 2024-10-21 |
Branch Locations
444 Liberty Avenue, 19Th Floor, Pittsburgh, PA 15222 • United States
One Lincoln Center 110 W Fayette St. Ste 1230, Ms: *Nys100, Syracuse, NY 13202 • United States
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-08-15 |
Branch Locations
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
444 Liberty Ave 19Th Floor, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 11/2013 | 12/2016 |
| Questar Asset Management | Minneapolis | MN | 11/2013 | 12/2016 |
| Bpu Investment Management, Inc. | Pittsburgh | PA | 12/2016 | 02/2019 |
| Citizens Bank | Pittsburgh | PA | 02/2019 | Present |
| Citizens Private Wealth | Pittsburgh | PA | 08/2019 | Present |
| Citizens Securities, Inc. | Pittsburgh | PA | 06/2023 | Present |
| Citizens Securities, Inc. | Pittsburgh | PA | 02/2019 | 01/2020 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-12-10 |
| S65 | Uniform Investment Adviser Law Examination | 2000-02-07 |
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