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Advisor at CITIZENS PRIVATE WEALTH
NEW YORK, NY | SYRACUSE, NY | TARRYTOWN, 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 | Jul 16, 2025 | n/a | yes | TARRYTOWN, NY|NEW YORK, NY | Current employment |
| CITIZENS SECURITIES, INC. | Bd affiliated wealth | Jun 24, 2025 | n/a | yes | NEW YORK, NY|SYRACUSE, NY | Current employment |
| FLAGSTAR SECURITIES, INC. | Independent wealth | Jun 14, 2006 | Jun 26, 2025 | no | NEW YORK, NY|NEW YORK, NY | Previous registration |
| CHASE INVESTMENT SERVICES CORP. | Former SEC adviser | Sep 2, 2003 | Jun 6, 2006 | no | NEW YORK CITY, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FLAGSTAR SECURITIES, INC. | CITIZENS SECURITIES, INC. | Jun 26, 2025 | Jun 24, 2025 | -2 | Firm change | RIA to ibd |
| CHASE INVESTMENT SERVICES CORP. | FLAGSTAR SECURITIES, INC. | Jun 6, 2006 | Jun 14, 2006 | 8 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 104233:39550:NY:2025-06-26 | Jun 26, 2025 | Jun 24, 2025 | NEW YORK, NY | Firm change |