DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CITIZENS SECURITIES, INC.
PLEASANT HILLS, PA | BRIDGEVILLE, PA | MONROEVILLE, PA
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 | Feb 24, 2026 | n/a | yes | PLEASANT HILLS, PA|MONROEVILLE, PA|BRIDGEVILLE, PA | Current employment |
| CHARLES SCHWAB & CO., INC. | National bd RIA | May 13, 2025 | Feb 11, 2026 | no | Cranberry Township, PA|Pittsburgh, PA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Nov 16, 2022 | May 2, 2025 | no | Bridgeville, PA|NEW YORK, NY|CRANBERRY TOWNSHIP, PA|PITTSBURGH, PA|BRIDGEVILLE, PA|CRANBERRY TOWNSHIP, PA|BRIDGEVILLE, PA|CRANBERRY TOWNSHIP, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | CITIZENS SECURITIES, INC. | Feb 11, 2026 | Feb 24, 2026 | 13 | Firm change | Ibd to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | CHARLES SCHWAB & CO., INC. | May 2, 2025 | May 13, 2025 | 11 | Firm change | Wirehouse to ibd |