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

Apr 10, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

7derivedfrom the current registration's begin date

Prior firms

3

Current registrations

2

Registered states

12

Designations

Certified Financial Planner

Exams

S63|S66

First exam

Oct 25, 2016

First registration

Apr 10, 2006

Dual registered

yes, broker-dealer

Other names

L.J. A MARKS

IAPD individual key

4632848

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ab13a6b3-794e-9597-dbb1-62e58a86d005

First observed

Apr 10, 2006

Last observed

Sep 15, 2026 5 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.