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

Aug 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

2

Registered states

3

Exams

S66

First exam

Apr 27, 2019

First registration

Apr 27, 2019

Dual registered

yes, broker-dealer

Other names

Scott Lieb|Scott Pinckney Lieb

IAPD individual key

6772973

• Occurred

  Apr 23, 2025
  Advisor changed firm

  Scott Lieb left Lion Street Advisors, Llc for Citizens Securities, Inc. (registered 2026-05-11)

  Form ADVobserved 4 days ago
• Occurred

  Aug 1, 2024
  Advisor changed firm

  Scott Lieb left J.P. Morgan Securities Llc for Lion Street Advisors, Llc (registered 2024-08-20)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a416579c-eee1-7b61-1866-d86e673bd8d2

First observed

Apr 27, 2019

Last observed

Sep 15, 2026 4 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.