Departures from Citizens Securities, Inc.

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

Advisor	From	To	Type	Left	Registered
Jennifer J Paci	Citizens Securities, Inc. BD affiliated	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Affiliated broker-dealer or bank to wirehouse	Dec 15, 2020	Dec 14, 2022 (729 d)
Jacob Barrett Frey	Citizens Securities, Inc. BD affiliated	LPL Financial LLC BD affiliated	Affiliated broker-dealer or bank to another	Dec 14, 2020	Dec 17, 2020
John Adam Harshman	Citizens Securities, Inc. BD affiliated	Citizens Private Wealth independent RIA	Affiliated broker-dealer or bank to independent RIA	Dec 11, 2020	Aug 15, 2019
Zachary Tombs	Citizens Securities, Inc. BD affiliated	Lincoln Investment BD affiliated	Affiliated broker-dealer or bank to another	Dec 11, 2020	Jan 7, 2021
Jerime Michael Mordew	Citizens Securities, Inc. BD affiliated	Equitable Advisors, LLC national BD	Affiliated broker-dealer or bank to another	Dec 9, 2020	Dec 7, 2020
Kevin D Mcrae	Citizens Securities, Inc. BD affiliated	Empower Advisory Group, LLC BD affiliated	Affiliated broker-dealer or bank to another	Dec 9, 2020	Mar 26, 2026 (1933 d)
Joshua Sullivan	Citizens Securities, Inc. BD affiliated	Fidelity Personal And Workplace Advisors BD affiliated	Affiliated broker-dealer or bank to another	Dec 4, 2020	Apr 6, 2021 (123 d)
Andrew Dale Batey	Citizens Securities, Inc. BD affiliated	J.P. Morgan Securities LLC wirehouse	Affiliated broker-dealer or bank to wirehouse	Dec 3, 2020	Dec 22, 2020
Christopher Paul Mara	Citizens Securities, Inc. BD affiliated	Osaic Institutions, Inc. BD affiliated	Affiliated broker-dealer or bank to another	Dec 2, 2020	Dec 8, 2020
Kenneth Ryan Lenfest	Citizens Securities, Inc. BD affiliated	Wells Fargo Advisors wirehouse	Affiliated broker-dealer or bank to wirehouse	Dec 2, 2020	Dec 2, 2020
Rajesh M. Bhanshali	Citizens Securities, Inc. BD affiliated	Equitable Advisors, LLC national BD	Affiliated broker-dealer or bank to another	Dec 1, 2020	Dec 7, 2020
Eric Eggen	Citizens Securities, Inc. BD affiliated	J.P. Morgan Securities LLC wirehouse	Affiliated broker-dealer or bank to wirehouse	Nov 30, 2020	Jan 20, 2021 (51 d)
Karen Marie Norrman	Citizens Securities, Inc. BD affiliated	Voya Financial Advisors, Inc. BD affiliated	Affiliated broker-dealer or bank to another	Nov 27, 2020	Nov 30, 2020
Matthew Gunther	Citizens Securities, Inc. BD affiliated	Edward Jones national BD	Affiliated broker-dealer or bank to another	Nov 23, 2020	Nov 20, 2020
Robert Michael Elwell	Citizens Securities, Inc. BD affiliated	Cuso Financial Services, L.P. BD affiliated	Affiliated broker-dealer or bank to another	Nov 23, 2020	Nov 30, 2020
James Allen Stein	Citizens Securities, Inc. BD affiliated	Waddell & Reed BD affiliated	Affiliated broker-dealer or bank to another	Nov 19, 2020	Nov 18, 2020
Jason M Platt	Citizens Securities, Inc. BD affiliated	Ameriprise Financial Services, LLC national BD	Affiliated broker-dealer or bank to another	Nov 16, 2020	Nov 13, 2020
John C Rodriguez	Citizens Securities, Inc. BD affiliated	Huntington Financial Advisors BD affiliated	Affiliated broker-dealer or bank to another	Nov 16, 2020	Dec 14, 2020
Phillip James Elias	Citizens Securities, Inc. BD affiliated	Pnc Wealth Management BD affiliated	Affiliated broker-dealer or bank to another	Nov 10, 2020	Nov 19, 2020
Scott Fast	Citizens Securities, Inc. BD affiliated	Fidelity Personal And Workplace Advisors BD affiliated	Affiliated broker-dealer or bank to another	Nov 10, 2020	Dec 18, 2020 (38 d)
Sherri Lynn Curria	Citizens Securities, Inc. BD affiliated	Pruco Securities, LLC BD affiliated	Affiliated broker-dealer or bank to another	Nov 9, 2020	Dec 1, 2020
Daniel T Berzinskas	Citizens Securities, Inc. BD affiliated	Huntington Financial Advisors BD affiliated	Affiliated broker-dealer or bank to another	Nov 3, 2020	Nov 5, 2020
Kyle Braender	Citizens Securities, Inc. BD affiliated	H. Beck, Inc. BD affiliated	Affiliated broker-dealer or bank to another	Nov 2, 2020	Nov 30, 2020
Brian Self	Citizens Securities, Inc. BD affiliated	J.P. Morgan Securities LLC wirehouse	Affiliated broker-dealer or bank to wirehouse	Oct 27, 2020	Nov 6, 2020
Thomas Michael Ellwanger	Citizens Securities, Inc. BD affiliated	Thrivent Investment Management Inc. BD affiliated	Affiliated broker-dealer or bank to another	Oct 22, 2020	Nov 17, 2020
Steven J. Foster	Citizens Securities, Inc. BD affiliated	Fidelity Personal And Workplace Advisors BD affiliated	Affiliated broker-dealer or bank to another	Oct 20, 2020	Mar 17, 2022 (513 d)
Andrew Anthony Jabro	Citizens Securities, Inc. BD affiliated	Flexible Plan Investments Ltd mixed wealth	Affiliated broker-dealer or bank to independent RIA	Oct 16, 2020	Jun 29, 2021 (256 d)
Nicole Lee Marie Guimonds	Citizens Securities, Inc. BD affiliated	Fisher Investments independent RIA	Affiliated broker-dealer or bank to independent RIA	Oct 9, 2020	Apr 21, 2021 (194 d)
Marcella Ann Evans	Citizens Securities, Inc. BD affiliated	Pnc Wealth Management BD affiliated	Affiliated broker-dealer or bank to another	Oct 8, 2020	Oct 21, 2020
Robert Steven Handley	Citizens Securities, Inc. BD affiliated	B. Riley Wealth Advisors, Inc. BD affiliated	Affiliated broker-dealer or bank to another	Oct 1, 2020	Oct 1, 2020
Michael Santos	Citizens Securities, Inc. BD affiliated	Ameriprise Financial Services, LLC national BD	Affiliated broker-dealer or bank to another	Sep 29, 2020	Dec 22, 2021 (449 d)
John Mazzarella	Citizens Securities, Inc. BD affiliated	Fifth Third Securities, Inc. BD affiliated	Affiliated broker-dealer or bank to another	Sep 22, 2020	Sep 28, 2020
Corey Dipietro	Citizens Securities, Inc. BD affiliated	J.P. Morgan Securities LLC wirehouse	Affiliated broker-dealer or bank to wirehouse	Sep 14, 2020	Oct 14, 2020
Zachary Ryan Menard	Citizens Securities, Inc. BD affiliated	Empower Advisory Group, LLC institutional	Other	Sep 11, 2020	Oct 19, 2020 (38 d)
Morad J Zayed	Citizens Securities, Inc. BD affiliated	Morgan Stanley wirehouse	Affiliated broker-dealer or bank to wirehouse	Sep 11, 2020	Dec 1, 2020 (81 d)
Daniel A Pion	Citizens Securities, Inc. BD affiliated	Northwestern Mutual Investment Services,LLC no RAUM	Other	Sep 8, 2020	Nov 9, 2020 (62 d)
Eric John Tata	Citizens Securities, Inc. BD affiliated	Huntington Financial Advisors BD affiliated	Affiliated broker-dealer or bank to another	Sep 4, 2020	Sep 17, 2020
Joel Michael Michalek	Citizens Securities, Inc. BD affiliated	LPL Financial LLC BD affiliated	Affiliated broker-dealer or bank to another	Sep 3, 2020	Apr 24, 2023 (963 d)
James Parker Ek	Citizens Securities, Inc. BD affiliated	Empower Advisory Group, LLC institutional	Other	Sep 3, 2020	Sep 15, 2020
Todd A. Marotta	Citizens Securities, Inc. BD affiliated	Fidelity Personal And Workplace Advisors BD affiliated	Affiliated broker-dealer or bank to another	Aug 31, 2020	Oct 20, 2020 (50 d)
Mercedes Nicole Mcfarland	Citizens Securities, Inc. BD affiliated	J.P. Morgan Securities LLC wirehouse	Affiliated broker-dealer or bank to wirehouse	Aug 26, 2020	Oct 2, 2020 (37 d)
Eric Kyle Humphries-Bickley	Citizens Securities, Inc. BD affiliated	Equitable Advisors, LLC national BD	Affiliated broker-dealer or bank to another	Aug 25, 2020	Aug 24, 2020
Matthew James Pruitt	Citizens Securities, Inc. BD affiliated	The Wealth Consulting Group independent RIA	Affiliated broker-dealer or bank to independent RIA	Aug 19, 2020	Oct 2, 2020 (44 d)
James Francis Daisey	Citizens Securities, Inc. BD affiliated	Cuso Financial Services, L.P. BD affiliated	Affiliated broker-dealer or bank to another	Aug 17, 2020	Nov 17, 2020 (92 d)
Barry William Courson	Citizens Securities, Inc. BD affiliated	Ameriprise Financial Services, LLC national BD	Affiliated broker-dealer or bank to another	Aug 17, 2020	Aug 17, 2020
Joseph Michael Kuzmanko	Citizens Securities, Inc. BD affiliated	Pnc Wealth Management BD affiliated	Affiliated broker-dealer or bank to another	Aug 14, 2020	Aug 21, 2020
Anthony Joseph Ferlito	Citizens Securities, Inc. BD affiliated	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Affiliated broker-dealer or bank to wirehouse	Aug 10, 2020	Oct 2, 2020 (53 d)
Daniel Duric	Citizens Securities, Inc. BD affiliated	Key Investment Services LLC BD affiliated	Affiliated broker-dealer or bank to another	Aug 10, 2020	Jan 14, 2022 (522 d)
Christopher Moulton	Citizens Securities, Inc. BD affiliated	Edward Jones national BD	Affiliated broker-dealer or bank to another	Aug 7, 2020	Feb 2, 2021 (179 d)
Christopher Jackson	Citizens Securities, Inc. BD affiliated	Facet independent RIA	Affiliated broker-dealer or bank to independent RIA	Aug 7, 2020	Dec 10, 2020 (125 d)
Jessica Lynn Henry	Citizens Securities, Inc. BD affiliated	Raymond James & Associates, Inc. national BD	Affiliated broker-dealer or bank to another	Aug 7, 2020	May 8, 2024 (1370 d)
Emily B Fernberger	Citizens Securities, Inc. BD affiliated	Raymond James & Associates, Inc. national BD	Affiliated broker-dealer or bank to another	Aug 6, 2020	Aug 6, 2020
Greg Voccio	Citizens Securities, Inc. BD affiliated	Bountiful Investment Management LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Jul 28, 2020	Aug 20, 2020
Nicole Andre	Citizens Securities, Inc. BD affiliated	Fidelity Personal And Workplace Advisors BD affiliated	Affiliated broker-dealer or bank to another	Jul 28, 2020	Aug 26, 2020
Dallis Khane Goodson	Citizens Securities, Inc. BD affiliated	Citizens Private Wealth independent RIA	Affiliated broker-dealer or bank to independent RIA	Jul 23, 2020	Aug 4, 2020
Bradley James Fergason	Citizens Securities, Inc. BD affiliated	Huntington Financial Advisors BD affiliated	Affiliated broker-dealer or bank to another	Jul 16, 2020	Jul 30, 2020
Howard Louis Margolis	Citizens Securities, Inc. BD affiliated	Citizens Private Wealth independent RIA	Affiliated broker-dealer or bank to independent RIA	Jul 15, 2020	Aug 15, 2019
Jason S. Javers	Citizens Securities, Inc. BD affiliated	Park Avenue Securities LLC BD affiliated	Affiliated broker-dealer or bank to another	Jul 15, 2020	Jul 31, 2020
Visonja Andrianopoulos	Citizens Securities, Inc. BD affiliated	Citizens Private Wealth independent RIA	Affiliated broker-dealer or bank to independent RIA	Jul 15, 2020	Aug 25, 2020 (41 d)
Nicole L Mann	Citizens Securities, Inc. BD affiliated	LPL Financial LLC BD affiliated	Affiliated broker-dealer or bank to another	Jul 10, 2020	Aug 3, 2021 (389 d)

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1,362 moves match.