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

Sep 16, 1987earliest registration or exam on IAPD

Years in industry

39derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

2

Registered states

2

Exams

S63

First exam

Sep 16, 1987

First registration

Dec 12, 2002

Dual registered

yes, broker-dealer

Other names

KATHLEEN MARY KOLODZIEJ|KATHY FORTOUL|KATHLEEN M FORTOUL|KATHLEEN MARY FORTOUL

IAPD individual key

1361270

• Occurred

  Apr 17, 2025
  Advisor changed firm

  Kathleen Fortoul left J.P. Morgan Securities Llc for Citizens Securities, Inc. (registered 2025-04-16)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bb8b214f-08a2-bd8d-9b7d-f7c9e8fe1904

First observed

Dec 12, 2002

Last observed

Sep 14, 2026 7 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.