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Advisor at CITIZENS PRIVATE WEALTH
SYRACUSE, NY | Newport Beach, CA | 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 | Nov 6, 2025 | n/a | yes | Newport Beach, CA|TARRYTOWN, NY | Current employment |
| CITIZENS SECURITIES, INC. | Bd affiliated wealth | Nov 5, 2025 | n/a | yes | Newport Beach, CA|SYRACUSE, NY | Current employment |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Jul 1, 2020 | Nov 13, 2025 | no | MISSION VIEJO, CA|Fountain Valley, CA|LAKE FOREST, CA|FRESNO, CA|CORONA, CA|Fountain Valley, CA|SAN JUAN CAPISTRANO, CA|BEVERLY HILLS, CA|LOS ANGELES, CA|Irvine, CA|Irvine, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CITIGROUP GLOBAL MARKETS INC. | CITIZENS SECURITIES, INC. | Nov 13, 2025 | Nov 5, 2025 | -8 | Firm change | Ibd to ibd |