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 |
|---|---|---|---|
| SC | RA | APPROVED | 2022-12-12 |
| FL | RA | APPROVED | 2022-12-07 |
| NC | RA | APPROVED | 2022-12-07 |
| OH | RA | APPROVED | 2022-12-06 |
| PA | RA | APPROVED | 2022-04-25 |
Branch Locations
4210 William Penn Hwy Ms: 15B-0017, Monroeville, PA 15146 • United States
4210 William Penn Highway Ms: Pmw846, Monroeville, PA 15146 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Pittsburgh | PA | 09/2015 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Pittsburgh | PA | 09/2015 | 11/2020 |
| Lincoln Investment | Fort Washington | PA | 01/2021 | 03/2022 |
| Capital Analysts | Fort Washington | PA | 01/2021 | 03/2022 |
| Citizens Securities, Inc. | Monroeville | PA | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-20 |
Reach out to this advisor