Best Investors
Account
Sign in
One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-02 |
| SC | RA | APPROVED | 2024-10-29 |
| PA | RA | APPROVED | 2022-08-03 |
Branch Locations
400 Northtowne Square, Gibsonia, PA 15044 • United States
4761 Route 8 Mailstop: 15B-0084, Allison Park, PA 15101 • 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 |
|---|---|---|---|---|
| Key Bank | Pittsburgh | PA | 01/2016 | 07/2022 |
| Sewickley Valley Ymca | Sewickley | PA | 06/2015 | 01/2020 |
| Key Investment Services, Llc | Pepper Pike | OH | 04/2018 | 01/2020 |
| Keybank | Pittsburgh | PA | 04/2018 | 01/2020 |
| Key Investment Services | Columbus | OH | 01/2020 | 08/2021 |
| Keybank | Pittsburgh | PA | 01/2020 | 08/2021 |
| Key Investment Services | Columbus | OH | 08/2021 | 07/2022 |
| Keybank | Pittsburgh | PA | 08/2021 | 07/2022 |
| Citizens Securities, Inc. | Allison Park | PA | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-29 |
Reach out to this advisor