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Advisor at CITIZENS SECURITIES, INC.
ROCKY RIVER, OH | ROYAL OAK, MI
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 25, 2026 | n/a | yes | ROYAL OAK, MI|ROCKY RIVER, OH | Current employment |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Dec 12, 2024 | Sep 5, 2026 | no | Troy, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | CITIZENS SECURITIES, INC. | Sep 5, 2026 | Aug 25, 2026 | -11 | Firm change | Ibd to ibd |