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 |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-14 |
Branch Locations
4761 Route 8 Mailstop: 15B-0084, Allison Park, PA 15101 • United States
777 S Flagler Drive Suite #142, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Allison Park | PA | 05/2026 | Present |
| Adp Broker-Dealer, Inc. | Allentown | PA | 10/2017 | 08/2018 |
| Adp Llc. | Allentown | PA | 10/2017 | 08/2018 |
| Unemployed | Schnecksville | PA | 09/2017 | 10/2017 |
| Verizon Wireless | Monroevile | PA | 08/2016 | 09/2017 |
| Pnc Bank | Mckeesport | PA | 08/2018 | 12/2018 |
| Citizens Bank | Pittsburgh | PA | 12/2018 | 09/2019 |
| Citizens Securities, Inc. | Pittsburgh | PA | 12/2018 | 09/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Upper Saint Clair | PA | 09/2019 | 05/2025 |
| Secure Money Advisors | Zelienople | PA | 05/2025 | 02/2026 |
| Foundations Investment Advisors Llc | Phoenix | AZ | 07/2025 | 02/2026 |
| Citizens Securities, Inc. | Westwood | MA | 04/2026 | Present |
| Citizens Bank | Pittsburgh | PA | 04/2026 | 05/2026 |
| Unemployed | Mckeesport | PA | 02/2026 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-21 |
Reach out to this advisor