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Advisor at CITIZENS SECURITIES, INC.
JOHNSTON, RI | SHARON, MA | MILFORD, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CITIZENS SECURITIES, INC. | Bd affiliated wealth | Jun 27, 2024 | n/a | yes | JOHNSTON, RI|SHARON, MA|MILFORD, MA | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jan 8, 2024 | May 9, 2024 | no | SMITHFIELD, RI | Previous registration |
| CITIZENS SECURITIES, INC. | Bd affiliated wealth | Feb 8, 2021 | Nov 27, 2023 | no | JOHNSTON, RI|Hudson, MA|BOSTON, MA|JOHNSTON, RI|LAWRENCE, MA|West Palm Beach, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | CITIZENS SECURITIES, INC. | May 9, 2024 | Jun 27, 2024 | 49 | Firm change | Ibd to ibd |
| CITIZENS SECURITIES, INC. | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Nov 27, 2023 | Jan 8, 2024 | 42 | Firm change | Ibd to ibd |