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

Mar 1, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

11

Designations

Certified Financial Planner

Exams

S66

First exam

Mar 22, 2021

First registration

May 25, 2021

Dual registered

yes, broker-dealer

Other names

Lara Morefield Clay|Lara Elizabeth Sheehan|Lara Elizabeth Morefield|Lara Michelle Strattan

IAPD individual key

6959306

• Occurred

  Mar 17, 2022
  Advisor changed firm

  Lara Elizabeth Ferguson left Davinci Financial Designs for Citizens Securities, Inc. (registered 2022-03-04)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:381f32e6-e7d1-2212-ef55-07450552292e

First observed

May 25, 2021

Last observed

Sep 14, 2026 5 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.