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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-06-26 |
| PR | RA | APPROVED | 2023-04-28 |
| WA | RA | APPROVED | 2022-10-26 |
| FL | RA | APPROVED | 2022-09-19 |
| GA | RA | APPROVED | 2022-09-19 |
| NC | RA | APPROVED | 2022-09-06 |
| NJ | RA | APPROVED | 2022-09-02 |
| NY | RA | APPROVED | 2022-09-01 |
| OH | RA | APPROVED | 2022-09-01 |
| CA | RA | APPROVED | 2022-08-19 |
| VT | RA | APPROVED | 2022-08-19 |
| PA | RA | APPROVED | 2022-03-09 |
Branch Locations
One Lincoln Center 110 W Fayette St. Ste 1230, Ms: *Nys100, Syracuse, NY 13202 • United States
1680 Washington Road Suite J, Pittsburgh, PA 15241 • United States
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-03-23 |
Branch Locations
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
1680 Washington Road Suite J, Pittsburgh, PA 15241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Niagara Bank | Pittsburgh | PA | 08/2016 | 09/2016 |
| Lpl Financial Llc | Pittsburgh | PA | 08/2016 | 09/2016 |
| Key Investment Services Llc | Pittsburgh | PA | 09/2016 | 09/2016 |
| Wells Fargo Advisors Llc | Pittsburgh | PA | 09/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Pittsburgh | PA | 11/2016 | 05/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsburgh | PA | 05/2020 | 02/2022 |
| Bank Of America, N.A. | Pittsburgh | PA | 06/2020 | 02/2022 |
| Citizens Securities, Inc. | Pittsburgh | PA | 03/2022 | Present |
| Citizens Private Wealth | Tarrytown | NY | 03/2022 | Present |
| Citizens Bank | Pittsburgh | PA | 03/2022 | Present |
Cafe Momentum - Board Member; Zero compensation; 2 hours per month. Start date: 03/01/2026.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-21 |
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