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Current Employers
Citizens Securities, Inc.

One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-07-20
PA RA APPROVED 2025-01-08
  • MN RA
    APPROVED
    Since 2026-07-20
  • PA RA
    APPROVED
    Since 2025-01-08

Branch Locations

31 Foster Ave Ms: 15B-0095, Pittsburgh, PA 15205 • United States

2801 Carson Street Ms: 15B-0009, Pittsburgh, PA 15203 • United States

603 Stanwix St Ms: 15B-0011, Pittsburgh, PA 15222 • United States

191 Mount Nebo Road Ms: Pa811, Pittsburgh, PA 15237 • United States

4210 William Penn Highway Ms: Pmw846, Monroeville, PA 15146 • United States

601 Grant Street, Suite 103 Ms: Pa844, Pittsburgh, PA 15219 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Scottrade Pittsburgh PA 04/2016 03/2018
Pnc Investments Pittsburgh PA 03/2018 10/2018
Charles Schwab & Co., Inc. Pittsburgh PA 11/2018 01/2025
Charles Schwab Bank, Ssb Pittsburgh PA 11/2018 01/2025
Citizens Securities, Inc. Pittsburgh PA 01/2025 Present
  • 04/2016 → 03/2018
    Scottrade
    Pittsburgh, PA
  • 03/2018 → 10/2018
    Pnc Investments
    Pittsburgh, PA
  • 11/2018 → 01/2025
    Pittsburgh, PA
  • 11/2018 → 01/2025
    Charles Schwab Bank, Ssb
    Pittsburgh, PA
  • 01/2025 → Present
    Pittsburgh, PA
Previous Registrations
  • 2018-11-13 → 2025-01-02
    Pittsburgh, PA
    Cranberry Township, PA
    Cranberry Township, PA
    Pittsburgh, PA
    Cranberry Township, PA
  • 2018-03-22 → 2018-11-01
    Pittsburgh, PA
  • 2017-02-17 → 2018-03-07
    Scottrade Investment Management
    Saint Louis, MO
Other Businesses

1. EBAY | NOT INVESTMENT-RELATED | PITTSBURGH, PA 15205 | SELLING ITEMS ON EBAY | SELLER | 05/12/2008 | LESS THAN 20 HPM | NONE DURING TRADING HOURS | I SELL NEW AND USED ITEMS ON EBAY. 2. RENTAL PROPERTY | NOT INVESTMENT-RELATED | PITTSBURGH, PA 15234 | RENTAL SERVICES | LANDLORD | 11/01/2016 | LESS THAN 20 HPM | NONE DURING TRADING HOURS | RENTAL MY FIRST HOME I PURCHASED. 3. RENTAL PROPERTY | NOT INVESTMENT-RELATED | SOMERSET, PA 15234 | RENTAL SERVICES | LANDLORD | 04/24/2020 | LESS THAN 20 HPM | NONE DURING TRADING HOURS | SECOND HOME/VACATION HOME.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-17
S63 Uniform Securities Agent State Law Examination 2015-12-05
  • S66 Uniform Combined State Law Examination
    2017-02-17
  • S63 Uniform Securities Agent State Law Examination
    2015-12-05
Designations
Other Names
  • Greg Walsh
  • Greg Walsh
  • Gregory T Walsh
  • Gregory Thomas Walsh

View on SEC IAPD

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