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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-24 |
| MO | RA | APPROVED | 2024-09-04 |
| MD | RA | APPROVED | 2024-07-26 |
| NY | RA | APPROVED | 2024-07-26 |
| VA | RA | APPROVED | 2021-11-17 |
| PA | RA | APPROVED | 2018-11-27 |
Branch Locations
205 E Waterfront Dr. Ms: Pa406, Homestead, PA 15120 • United States
850 Penn Ave Mailstop: 15B-0030, Turtle Creek, PA 15145 • United States
2324 Ardmore Blvd Mailstop: 15B-0127, Pittsburgh, PA 15221 • United States
1918 Mccague St Mailstop: 15B-0026, Pittsburgh, PA 15218 • United States
4210 William Penn Highway Ms: Pmw846, Monroeville, PA 15146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Penn Hills | PA | 02/2016 | 08/2017 |
| Pnc Investments, Llc | Pittsburgh | PA | 09/2017 | 10/2018 |
| Pnc Bank | North Huntingdon | PA | 09/2017 | 10/2018 |
| Citizens Bank | Pittsburgh | PA | 11/2018 | 11/2021 |
| Citizens Securities, Inc. | Pittsburgh | PA | 11/2018 | 11/2021 |
| Citizens Securities, Inc. | Pittsburgh | PA | 11/2021 | 06/2024 |
| Citizens Securities, Inc. | Homestead | PA | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-23 |
Reach out to this advisor