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 PRIVATE WEALTH

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

Feb 1, 2008earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Chartered Financial Analyst

First registration

Nov 17, 2015

Dual registered

no

IAPD individual key

6572767

• Occurred

  Oct 3, 2022
  Advisor changed firm

  Jeffrey James Egizi left Paladin Advisors, Llc for Citizens Private Wealth (registered 2022-10-03)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7ce70e4c-8c18-7c6a-a423-cb6674a22366

First observed

Nov 17, 2015

Last observed

Sep 15, 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.