DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Fabio Vozila

Citizens Securities, Inc.BD affiliatedNew York, Ny dual registrantIAPD 3161395

Feed of 09/15/2026

Also filed as Fabio M Vozila

At current firm

2 y

since Aug 21, 2024

In the industry

26 y

since Nov 30, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Citizens Securities, Inc. BD affiliated current
since Aug 21, 2024 · New York, Ny
J.P. Morgan Securities LLC wirehouse
Nov 15, 2022 to Aug 17, 2024 · Astoria, Ny
Charles Schwab & Co., Inc. national BD
Jul 29, 2020 to Dec 8, 2022 · New York City, Ny
Hsbc Securities (USA) Inc. BD affiliated
Jul 1, 2016 to Apr 24, 2020 · New York, Ny
Suntrust Investment Services, Inc. former
Nov 25, 2013 to Jun 24, 2016 · Coral Springs, Fl
Advice And Planning Services BD affiliated
Feb 21, 2013 to Jul 23, 2013 · Boca Raton, Fl
Banc Of America Investment Services, Inc. unclassified
Oct 20, 2004 to May 12, 2005 · Brooklyn, Ny
Quick & Reilly, Inc. unclassified
Aug 18, 2004 to Oct 20, 2004 · Forest Hills, Ny

Moves

a registration end followed by a registration begin elsewhere

J.P. Morgan Securities LLC to Citizens Securities, Inc.
left Aug 17, 2024, registered Aug 21, 2024 (4 days) · Wirehouse to affiliated broker-dealer or bank
Charles Schwab & Co., Inc. to J.P. Morgan Securities LLC
left Dec 8, 2022, registered Nov 15, 2022 (-23 days) · Affiliated broker-dealer or bank to wirehouse
Hsbc Securities (USA) Inc. to Charles Schwab & Co., Inc.
left Apr 24, 2020, registered Jul 29, 2020 (96 days) · Affiliated broker-dealer or bank to another
Suntrust Investment Services, Inc. to Hsbc Securities (USA) Inc.
left Jun 24, 2016, registered Jul 1, 2016 (7 days) · Other
Advice And Planning Services to Suntrust Investment Services, Inc.
left Jul 23, 2013, registered Nov 25, 2013 (125 days) · Other
Banc Of America Investment Services, Inc. to Advice And Planning Services
left May 12, 2005, registered Feb 21, 2013 (2842 days) · Other
Quick & Reilly, Inc. to Banc Of America Investment Services, Inc.
left Oct 20, 2004, registered Oct 20, 2004 (0 days) · corporate re-registration, not a move

Signals

Fabio Vozila left J.P. Morgan Securities Llc for Citizens Securities, Inc. (registered 2024-08-21)
Aug 17, 2024 · Advisor changed firm · fact
Fabio Vozila left Charles Schwab & Co., Inc. for J.P. Morgan Securities Llc (registered 2022-11-15)
Dec 8, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address