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

2

Exams

S66

First exam

Feb 10, 2023

First registration

Feb 13, 2023

Dual registered

yes, broker-dealer

IAPD individual key

7239555

• Occurred

  Apr 23, 2025
  Advisor changed firm

  Sean Alexander Kram left Lion Street Advisors, Llc for Citizens Securities, Inc. (registered 2026-05-11)

  Form ADVobserved 5 days ago
• Occurred

  Aug 1, 2024
  Advisor changed firm

  Sean Alexander Kram left J.P. Morgan Securities Llc for Lion Street Advisors, Llc (registered 2024-08-13)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b7776385-5fc3-af30-3582-b8ebfe786791

First observed

Feb 13, 2023

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.