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

Sep 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

49

Exams

S63|S66

First exam

Jun 22, 2023

First registration

Jan 10, 2025

Dual registered

yes, broker-dealer

Other names

Jon Turner|JONATHAN JOSEPH TURNER

IAPD individual key

7703550

• Occurred

  Sep 30, 2025
  Advisor changed firm

  Jonathan Turner left Valic Financial Advisors, Inc. for Citizens Securities, Inc. (registered 2025-09-23)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6272f2e1-e3cf-e0f6-4abf-f65e9d885820

First observed

Jan 10, 2025

Last observed

Sep 14, 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.