Best Investors Account Sign in
Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-06-23
MI RA APPROVED 2023-06-09
NY RA APPROVED 2023-06-09
OH RA APPROVED 2023-06-09
PA RA APPROVED 2023-06-09
RI RA APPROVED 2023-06-09
  • NJ RA
    APPROVED
    Since 2023-06-23
  • MI RA
    APPROVED
    Since 2023-06-09
  • NY RA
    APPROVED
    Since 2023-06-09
  • OH RA
    APPROVED
    Since 2023-06-09
  • PA RA
    APPROVED
    Since 2023-06-09
  • RI RA
    APPROVED
    Since 2023-06-09

Branch Locations

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

41 Allegheny Towne Center Drive Mail Stop :15B-0894, Export, PA 15632 • United States

2841 Ligonier St. Ms: 15B-0054, Latrobe, PA 15650 • 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
Wooster Oilers, Llc Wooster OH 04/2011 01/2017
Citizens Bank Mars & Butler PA 08/2016 01/2019
Citizens Securities, Inc Butler PA 01/2017 01/2019
Citizens Securities Inc. Allison Park PA 01/2019 06/2021
Citizens Bank Allison Park PA 01/2019 06/2021
Citizens Securities Inc. Pittsburgh PA 06/2021 11/2021
Citizens Bank, Inc Pittsburgh PA 06/2021 11/2021
Pruco Securities, Llc. Sarver PA 11/2021 05/2023
Prudential Insurance Company Of America Sarver PA 11/2021 05/2023
Citizens Securities, Inc. Monroeville PA 05/2023 03/2025
Citizens Securities, Inc. Monroeville PA 03/2025 Present
Previous Registrations
  • 2021-11-08 → 2023-06-13
    Sarver, PA
    Sarver, PA
    Canonsburg, PA
    Butler, PA
  • 2018-11-13 → 2021-10-18
    Butler, PA
    Monroeville, PA
    Butler, PA
    Monroeville, PA
    Bethel Park, PA
    Middletown, PA
    Pittsburgh, PA
    Allison Park, PA
    Monroeville, PA
    Conshohocken, PA
Other Businesses

Armstrong Arrows Hockey Program - Hockey Coach. Type of Entity: Non Profit Monthly Compensation / Net Profit: $0 Date of Initial Involvement: 04/01/2023 Approximate Amount of Time Devoted on a Monthly Basis: 8 Hours / month after business hours FREEPORT AREA YOUTH LACROSSE POSITION: 8U COACH NATURE: SPORTS INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/05/2022 ADDRESS: N/A, FREEPORT PA 16055, United States DESCRIPTION: HELP COACH KIDS 8-UNDER Armstrong Arrows Hockey League-Board Member Non-Profit Monthly Compensation / Net Profit: $0 Date of Initial Involvement: 02/24/2025 Approx. Amount of Time/ Month: 1 hour

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-13
S63 Uniform Securities Agent State Law Examination 2017-07-25
  • S65 Uniform Investment Adviser Law Examination
    2018-11-13
  • S63 Uniform Securities Agent State Law Examination
    2017-07-25

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Monroeville, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor