Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-12 |
| SC | RA | APPROVED | 2023-12-11 |
| FL | RA | APPROVED | 2023-01-04 |
| PA | RA | APPROVED | 2022-03-30 |
Branch Locations
4210 William Penn Highway Ms: Pmw846, Monroeville, PA 15146 • United States
150 Fort Couch Road Ms: 15B-0035, Bethel Park, PA 15241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cco Investment Services | Sewickley | PA | 01/2013 | 12/2017 |
| Citizens Securities Inc. | Sewickley | PA | 12/2017 | 08/2018 |
| Citizens Bank | Sewickley | PA | 08/2018 | 07/2021 |
| Citizens Bank | Sewickley | PA | 07/2021 | 02/2022 |
| Unemployed | Morgantown | PA | 02/2022 | 03/2022 |
| Citizens Securities, Inc. | Bethel Park | PA | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-10 |
Reach out to this advisor