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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-01-14 |
Branch Locations
100 Big Elk Mall, Elkton, MD 21921 • United States
1 South Main Street, North East, MD 21901 • United States
803 Washington Avenue, Chestertown, MD 21620 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shippensburg University Of Pennsylvania | Shippensburg | PA | 08/2011 | 12/2016 |
| Unemployed | Conyngham | PA | 12/2016 | 02/2017 |
| Mass Mutual/Swarthmore Financial Services | New Castle | DE | 02/2017 | 09/2017 |
| Hornor Townsend & Kent Inc | Horsham | PA | 10/2017 | 09/2018 |
| Penn Mutual Life Insurance | Horsham | PA | 10/2017 | 12/2018 |
| Citizens Bank | West Chester | PA | 01/2019 | 02/2019 |
| Citizens Securities, Inc. | West Chester | PA | 02/2019 | 02/2020 |
| Key Investment Services Llc | Plymouth Meeting | PA | 02/2020 | 06/2020 |
| Keybank | Kennett Square | PA | 02/2020 | 06/2020 |
| Citizens Securities, Inc | Canton | MA | 06/2020 | 09/2021 |
| Citizens Bank | Newtown Square | PA | 06/2020 | 09/2021 |
| Citizens Securities, Inc. | York | PA | 09/2021 | 12/2021 |
| Pnc Investments Llc | Towson | MD | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-31 |
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