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Advisor at CITIZENS SECURITIES, INC.
West Palm Beach, FL | STOW, OH
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 | Sep 9, 2024 | n/a | yes | West Palm Beach, FL|STOW, OH | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Apr 6, 2022 | Sep 3, 2024 | no | TWINSBURG, OH | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Nov 8, 2021 | Feb 23, 2022 | no | CLEVELAND, OH|CLEVELAND HEIGHTS, OH|MAYFIELD HEIGHTS, OH|MACEDONIA, OH | Previous registration |
| FIFTH THIRD SECURITIES, INC. | Bd affiliated wealth | Nov 6, 2019 | Nov 4, 2021 | no | MACEDONIA, OH|AURORA, OH|TWINSBURG, OH | Previous registration |
| CITIZENS SECURITIES, INC. | Bd affiliated wealth | Sep 20, 2017 | Oct 16, 2019 | no | AKRON, OH|UNIVERSITY HEIGHTS, OH|WOODMERE, OH|NORTHFIELD, OH|MACEDONIA, OH|TWINSBURG, OH|FAIRLAWN, OH|NORTON, OH|AKRON, OH|AKRON, OH|BEACHWOOD, OH | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Dec 2, 2015 | Sep 22, 2017 | no | STOW, OH|AKRON, OH|WADSWORTH, OH|AKRON, OH|TALLMADGE, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | CITIZENS SECURITIES, INC. | Sep 3, 2024 | Sep 9, 2024 | 6 | Firm change | Wirehouse to ibd |
| LPL FINANCIAL LLC | J.P. MORGAN SECURITIES LLC | Feb 23, 2022 | Apr 6, 2022 | 42 | Firm change | Ibd to wirehouse |
| FIFTH THIRD SECURITIES, INC. | LPL FINANCIAL LLC | Nov 4, 2021 | Nov 8, 2021 | 4 | Firm change | Ibd to ibd |
| CITIZENS SECURITIES, INC. | FIFTH THIRD SECURITIES, INC. | Oct 16, 2019 | Nov 6, 2019 | 21 | Firm change | Ibd to ibd |
| PNC WEALTH MANAGEMENT | CITIZENS SECURITIES, INC. | Sep 22, 2017 | Sep 20, 2017 | -2 | Firm change | Other |