Best Investors
Account
Sign in
One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-31 |
| GA | RA | APPROVED | 2024-07-11 |
| CA | RA | APPROVED | 2023-01-03 |
| PA | RA | APPROVED | 2020-12-15 |
| FL | RA | APPROVED | 2019-06-25 |
| OH | RA | APPROVED | 2017-04-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Willoughby | OH | 06/2012 | 04/2017 |
| Pnc Bank | Willoughby | OH | 06/2012 | 04/2017 |
| Citizens Securities, Inc. | Mentor | OH | 04/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-29 |
Reach out to this advisor