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 SECURITIES, INC.

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

Oct 28, 2010earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

4

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Oct 28, 2010

First registration

Jun 24, 2016

Dual registered

yes, broker-dealer

IAPD individual key

5817031

• Occurred

  Jun 4, 2024
  Advisor changed firm

  Ping Lin left Charles Schwab & Co., Inc. for Citizens Securities, Inc. (registered 2024-06-03)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e61d9ff2-ea71-7e60-0537-2fbc6de9e074

First observed

Jun 24, 2016

Last observed

Sep 15, 2026 4 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.