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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)12 years in industry

DALLIS KHANE GOODSON

Advisor at MOORS & CABOT, INC

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:eca42307-c557-e846-1730-727ac168ef44

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: May 1, 2015 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MOORS & CABOT, 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: Jul 2, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jul 2, 2014
First registration: May 1, 2015
Dual registered: yes, broker-dealer
Other names: DALLIS GOODSON|DALLIS KHANE GOODSON|DALLIS GOODSON
IAPD individual key: 6268045

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MOORS & CABOT, INC	Bd affiliated wealth	Aug 18, 2025	n/a	yes	BOSTON, MA\|BOSTON, MA	Current employment
CITIZENS SECURITIES, INC.	Bd affiliated wealth	Aug 26, 2021	Aug 15, 2025	no	Woburn, MA\|Providence, RI\|JOHNSTON, RI\|PROVIDENCE, RI\|JOHNSTON, RI\|JOHNSTON, RI\|Woburn, MA\|JOHNSTON, RI	Previous registration
CITIZENS PRIVATE WEALTH	Bd affiliated wealth	Aug 4, 2020	Aug 15, 2025	no	PROVIDENCE, RI\|TARRYTOWN, NY\|Johnston, RI	Previous registration
CITIZENS SECURITIES, INC.	Bd affiliated wealth	May 1, 2015	Jul 23, 2020	no	CUMBERLAND, RI\|SMITHFIELD, RI\|JOHNSTON, RI\|SMITHFIELD, RI\|SMITHFIELD, RI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CITIZENS PRIVATE WEALTH	CITIZENS SECURITIES, INC.	Aug 15, 2025	Aug 26, 2021	-1,450	Firm change after gap	Ibd to ibd
CITIZENS SECURITIES, INC.	MOORS & CABOT, INC	Aug 15, 2025	Aug 18, 2025	3	Firm change	Ibd to ibd
CITIZENS SECURITIES, INC.	CITIZENS PRIVATE WEALTH	Jul 23, 2020	Aug 4, 2020	12	Firm change	Ibd to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
39550:106743:RI:2020-07-15	Jul 23, 2020	Aug 4, 2020	SMITHFIELD, RI	Firm change

Relationships

Registered with (3)

→ MOORS & CABOT, INCRegistered adviserregistration: current employment
Aug 18, 2025 to presentfactForm ADV
→ CITIZENS PRIVATE WEALTHRegistered adviserregistration: previous registration
Aug 4, 2020 to Aug 15, 2025factForm ADV
→ CITIZENS SECURITIES, INC.Registered adviserregistration: previous registration
Aug 26, 2021 to Aug 15, 2025factForm ADV

Dated events

Occurred
Aug 15, 2025
Advisor changed firm
Dallis Khane Goodson left Citizens Securities, Inc. for Moors & Cabot, Inc (registered 2025-08-18)
Form ADVobserved 5 days ago
Occurred
Aug 15, 2025
Advisor changed firm
Dallis Khane Goodson left Citizens Private Wealth for Citizens Securities, Inc. (registered 2021-08-26)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eca42307-c557-e846-1730-727ac168ef44
First observed: May 1, 2015
Last observed: Sep 14, 2026 6 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.

DALLIS KHANE GOODSON

Advisor at MOORS & CABOT, INC

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:eca42307-c557-e846-1730-727ac168ef44

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:51 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

MOORS & CABOT, INC

Bd affiliated wealth

Aug 18, 2025

n/a

yes

BOSTON, MA|BOSTON, MA

Current employment

CITIZENS SECURITIES, INC.

Bd affiliated wealth

Aug 26, 2021

Aug 15, 2025

Previous registration

CITIZENS PRIVATE WEALTH

Bd affiliated wealth

Aug 4, 2020

Aug 15, 2025

PROVIDENCE, RI|TARRYTOWN, NY|Johnston, RI

Previous registration

CITIZENS SECURITIES, INC.

Bd affiliated wealth

May 1, 2015

Jul 23, 2020

CUMBERLAND, RI|SMITHFIELD, RI|JOHNSTON, RI|SMITHFIELD, RI|SMITHFIELD, RI

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CITIZENS PRIVATE WEALTH

CITIZENS SECURITIES, INC.

Aug 15, 2025

Aug 26, 2021

-1,450

Firm change after gap

Ibd to ibd

CITIZENS SECURITIES, INC.

MOORS & CABOT, INC

Aug 15, 2025

Aug 18, 2025

Firm change

Ibd to ibd

CITIZENS SECURITIES, INC.

CITIZENS PRIVATE WEALTH

Jul 23, 2020

Aug 4, 2020

Firm change

Ibd to RIA

Team

Left

Joined

From

Kind

39550:106743:RI:2020-07-15

Jul 23, 2020

Aug 4, 2020

SMITHFIELD, RI

Firm change