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

May 21, 2009earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

5derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S66

First exam

May 21, 2009

First registration

Feb 23, 2010

Dual registered

no

IAPD individual key

5610293

• Occurred

  Feb 6, 2026
  Advisor departed, no destination yet

  Matthew Ruffalo no longer registered at Citizens Securities, Inc.; no later IA registration on IAPD

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d47beca9-40bf-387f-01e5-c4f2246fba43

First observed

Feb 23, 2010

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.