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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

KATY DEMARCO BIDDLE

Advisor at CITIZENS SECURITIES, INC.

MONROEVILLE, PA

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Search this name across graphsid dfx:ria:03e22bf3-a7f6-14f7-01e9-1753d539990a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jun 4, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CITIZENS SECURITIES, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 20, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 5
Exams: S63|S66
First exam: Aug 20, 2007
First registration: Jun 4, 2012
Dual registered: yes, broker-dealer
Other names: KATY DEMARCO|KATY BIDDLE|KATY DEMARCO-BIDDLE
IAPD individual key: 5120310

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CITIZENS SECURITIES, INC.	Bd affiliated wealth	Apr 25, 2022	n/a	yes	MONROEVILLE, PA\|MONROEVILLE, PA	Current employment
CAPITAL ANALYSTS	Bd affiliated wealth	Jan 4, 2021	Mar 28, 2022	no	Sewickley, PA	Previous registration
LINCOLN INVESTMENT	Independent wealth	Jan 4, 2021	Mar 28, 2022	no	PALM BEACH GARDENS, FL\|Wexford, PA	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Oct 5, 2015	Nov 13, 2020	no	Pittsburgh, PA	Previous registration
CITIZENS SECURITIES, INC.	Bd affiliated wealth	Jun 4, 2012	Sep 22, 2015	no	INDIANA, PA\|EXPORT, PA\|PITTSBURGH, PA\|PITTSBURGH, PA\|VERONA, PA\|VERONA, PA\|MONROEVILLE, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAPITAL ANALYSTS	CITIZENS SECURITIES, INC.	Mar 28, 2022	Apr 25, 2022	28	Firm change	Ibd to ibd
LINCOLN INVESTMENT	CAPITAL ANALYSTS	Mar 28, 2022	Jan 4, 2021	-448	Firm change after gap	Ibd to ibd
ADVICE AND PLANNING SERVICES	LINCOLN INVESTMENT	Nov 13, 2020	Jan 4, 2021	52	Firm change	Ibd to ibd
CITIZENS SECURITIES, INC.	ADVICE AND PLANNING SERVICES	Sep 22, 2015	Oct 5, 2015	13	Firm change	Other

Relationships

Registered with (4)

→ CITIZENS SECURITIES, INC.Registered adviserregistration: previous registration
Jun 4, 2012 to Sep 22, 2015factForm ADV
→ CAPITAL ANALYSTSRegistered adviserregistration: previous registration
Jan 4, 2021 to Mar 28, 2022factForm ADV
→ LINCOLN INVESTMENTRegistered adviserregistration: previous registration
Jan 4, 2021 to Mar 28, 2022factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Oct 5, 2015 to Nov 13, 2020factForm ADV

Dated events

Occurred
Mar 28, 2022
Advisor changed firm
Katy Demarco Biddle left Capital Analysts for Citizens Securities, Inc. (registered 2022-04-25)
Form ADVobserved 6 days ago
Occurred
Mar 28, 2022
Advisor changed firm
Katy Demarco Biddle left Lincoln Investment for Capital Analysts (registered 2021-01-04)
Form ADVobserved 6 days ago