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Advisor at CITIZENS PRIVATE WEALTH
New York, NY | TARRYTOWN, NY | NEW YORK, NY | SYRACUSE, NY
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 PRIVATE WEALTH | Bd affiliated wealth | Dec 2, 2025 | n/a | yes | New York, NY|TARRYTOWN, NY | Current employment |
| CITIZENS SECURITIES, INC. | Bd affiliated wealth | Dec 2, 2025 | n/a | yes | NEW YORK, NY|SYRACUSE, NY | Current employment |
| FLAGSTAR SECURITIES, INC. | Independent wealth | Nov 13, 2017 | Dec 4, 2025 | no | New York, NY | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | May 15, 2012 | Nov 2, 2017 | no | NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FLAGSTAR SECURITIES, INC. | CITIZENS SECURITIES, INC. | Dec 4, 2025 | Dec 2, 2025 | -2 | Firm change | RIA to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | FLAGSTAR SECURITIES, INC. | Nov 2, 2017 | Nov 13, 2017 | 11 | Firm change | Other |