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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-10-05 |
Branch Locations
5055 Mayfield Rd, Lyndhurst, OH 44124 • United States
1272 Som Center Road, Mayfield Heights, OH 44124 • United States
117 South Street, Chardon, OH 44024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities Inc. | Woodmere | OH | 09/2014 | 07/2018 |
| Axa Advisors, Llc | New York | NY | 07/2018 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 07/2018 | 10/2022 |
| Pnc Investments Llc | Lyndhurst | OH | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-11 |
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