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

Jun 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

2

Registered states

19

Exams

S66|S63

First exam

Nov 20, 2017

First registration

Mar 27, 2024

Dual registered

yes, broker-dealer

Other names

Jonathan Lucente

IAPD individual key

6804039

• Occurred

  Jun 26, 2025
  Advisor changed firm

  Jonathan Matthew Lucente left Flagstar Securities, Inc. for Citizens Securities, Inc. (registered 2025-06-24)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:dcf43da3-6f88-0551-378e-a880f2d727cc

First observed

Mar 27, 2024

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.