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Advisor at CITIZENS SECURITIES, INC.
BETHESDA, MD | CONSHOHOCKEN, PA | WASHINGTON, DC
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 | Aug 12, 2026 | n/a | yes | WASHINGTON, DC|CONSHOHOCKEN, PA|BETHESDA, MD | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Nov 28, 2022 | Aug 18, 2026 | no | MOUNT PLEASANT, SC|CHARLESTON, SC|MOUNT PLEASANT, SC|COLUMBIA, MD|POTOMAC, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | CITIZENS SECURITIES, INC. | Aug 18, 2026 | Aug 12, 2026 | -6 | Firm change | Wirehouse to ibd |