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.

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

Apr 26, 1996earliest registration or exam on IAPD

Years in industry

30derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Apr 26, 1996

First registration

Feb 13, 2002

Dual registered

yes, broker-dealer

IAPD individual key

2436030

• Occurred

  Jan 31, 2023
  Advisor changed firm

  Michael H Beaulieu left Global Portfolio Strategies, Inc. for Citizens Securities, Inc. (registered 2024-09-19)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0ba27ebe-2ed0-5e6b-dc48-f0b27f45aa53

First observed

Feb 13, 2002

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.