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Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-05-28
CA RA APPROVED 2026-05-21
ME RA APPROVED 2026-05-21
NY RA APPROVED 2026-05-21
TX RA APPROVED_RES 2026-05-21
VT RA APPROVED 2026-05-21
WV RA APPROVED 2026-05-21
NH RA APPROVED 2025-04-29
FL RA APPROVED 2025-04-24
PA RA APPROVED 2022-06-06
  • SC RA
    APPROVED
    Since 2026-05-28
  • CA RA
    APPROVED
    Since 2026-05-21
  • ME RA
    APPROVED
    Since 2026-05-21
  • NY RA
    APPROVED
    Since 2026-05-21
  • TX RA
    APPROVED_RES
    Since 2026-05-21
  • VT RA
    APPROVED
    Since 2026-05-21
  • WV RA
    APPROVED
    Since 2026-05-21
  • NH RA
    APPROVED
    Since 2025-04-29
  • FL RA
    APPROVED
    Since 2025-04-24
  • PA RA
    APPROVED
    Since 2022-06-06

Branch Locations

1680 Washington Road Suite J, Pittsburgh, PA 15241 • United States

4210 William Penn Highway Ms: Pmw846, Monroeville, PA 15146 • 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
Citizens Bank, N.A Fort Washington PA 03/2022 10/2022
Citizens Bank Pittsburgh PA 11/2017 03/2022
Bny Mellon Pittsburgh PA 01/2016 11/2017
Citizens Securities, Inc Westwood MA 03/2022 10/2022
Citizens Securities, Inc Westwood MA 10/2022 02/2025
Citizens Bank, N.A Allison Park PA 10/2022 02/2025
Citizens Securities, Inc. Pittsburgh PA 02/2025 Present
  • 03/2022 → 10/2022
    Citizens Bank, N.A
    Fort Washington, PA
  • 11/2017 → 03/2022
    Citizens Bank
    Pittsburgh, PA
  • 01/2016 → 11/2017
    Bny Mellon
    Pittsburgh, PA
  • 03/2022 → 10/2022
    Westwood, MA
  • 10/2022 → 02/2025
    Westwood, MA
  • 10/2022 → 02/2025
    Citizens Bank, N.A
    Allison Park, PA
  • 02/2025 → Present
    Pittsburgh, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-06-27
S65 Uniform Investment Adviser Law Examination 2022-06-06
  • S63 Uniform Securities Agent State Law Examination
    2022-06-27
  • S65 Uniform Investment Adviser Law Examination
    2022-06-06
Other Names
  • Heather Maria Whitley

View on SEC IAPD

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