DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

George R. Bello

Citizens Securities, Inc.BD affiliatedPittsburgh, Pa dual registrantIAPD 4253766

Feed of 09/15/2026

Also filed as George R. Bello

At current firm

2 y

since Jul 3, 2024

In the industry

21 y

since Dec 28, 2004 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Citizens Securities, Inc. BD affiliated current
since Jul 3, 2024 · Pittsburgh, Pa
Key Investment Services LLC BD affiliated
Sep 21, 2016 to Jun 26, 2024 · Columbus, Oh
LPL Financial LLC BD affiliated
Nov 27, 2012 to Sep 21, 2016 · Houston, Pa
Ameriprise Financial Services, LLC national BD
Mar 26, 2010 to Nov 28, 2012 · Mcmurray, Pa
Signator Investors, Inc. former
Apr 24, 2009 to Mar 26, 2010 · Broadview Heights, Oh
Natcity Investments, Inc. unclassified
Aug 26, 2005 to Mar 16, 2009 · Pittsburgh, Pa
Pnc Wealth Management BD affiliated
Jan 1, 2005 to Jul 22, 2005 · Pittsburgh, Pa

Moves

a registration end followed by a registration begin elsewhere

Key Investment Services LLC to Citizens Securities, Inc.
left Jun 26, 2024, registered Jul 3, 2024 (7 days) · Affiliated broker-dealer or bank to another
LPL Financial LLC to Key Investment Services LLC
left Sep 21, 2016, registered Sep 21, 2016 (0 days) · Other · moved with a team
Ameriprise Financial Services, LLC to LPL Financial LLC
left Nov 28, 2012, registered Nov 27, 2012 (-1 days) · Other
Signator Investors, Inc. to Ameriprise Financial Services, LLC
left Mar 26, 2010, registered Mar 26, 2010 (0 days) · Other
Natcity Investments, Inc. to Signator Investors, Inc.
left Mar 16, 2009, registered Apr 24, 2009 (39 days) · Other
Pnc Wealth Management to Natcity Investments, Inc.
left Jul 22, 2005, registered Aug 26, 2005 (35 days) · Other

Signals

George R. Bello left Key Investment Services Llc for Citizens Securities, Inc. (registered 2024-07-03)
Jun 26, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address