DFX Intelligence

RIA Intelligence

Advisor moves

Departures from Citizens Securities, Inc.

1,362 moves
AdvisorFromToTypeLeftRegistered
Thomas Xavier WaltonCitizens Securities, Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMar 30, 2018Mar 29, 2018
William Robert JirousekCitizens Securities, Inc. BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherMar 23, 2018Apr 16, 2018
Nicholas Edward CaronCitizens Securities, Inc. BD affiliatedRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherMar 20, 2018May 1, 2018 (42 d)
Jacquelyn M MillerCitizens Securities, Inc. BD affiliatedSantander Securities otherOtherMar 19, 2018Mar 15, 2018
Alfonzo CreditCitizens Securities, Inc. BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherMar 16, 2018Apr 13, 2018
Alex SilvestroCitizens Securities, Inc. BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 16, 2018Jul 25, 2018 (131 d)
Daniel Gary ParisCitizens Securities, Inc. BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseMar 15, 2018Apr 4, 2018
Kristy Michelle SnippertCitizens Securities, Inc. BD affiliatedLPL Financial LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 13, 2018Mar 15, 2018
Christopher PanzaCitizens Securities, Inc. BD affiliatedCadaret Grant & Co Inc BD affiliatedAffiliated broker-dealer or bank to anotherMar 13, 2018Dec 3, 2019 (630 d)
Deanna Jean GuttaCitizens Securities, Inc. BD affiliatedBrighton Securities Corp. independent RIAAffiliated broker-dealer or bank to independent RIAMar 12, 2018Oct 3, 2018 (205 d)
Gina Marie PalumboCitizens Securities, Inc. BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseMar 12, 2018Mar 26, 2018
Dean Brandon HasenCitizens Securities, Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMar 5, 2018Apr 6, 2018 (32 d)
Mackenzie Moen RichardsCitizens Securities, Inc. BD affiliatedCommonwealth Financial Network national BDAffiliated broker-dealer or bank to anotherMar 5, 2018Mar 15, 2018
Renata I SchindlerCitizens Securities, Inc. BD affiliatedOsaic Institutions, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMar 5, 2018Feb 11, 2020 (708 d)
Pavlo GrushkoCitizens Securities, Inc. BD affiliatedFidelity Personal And Workplace Advisors BD affiliatedAffiliated broker-dealer or bank to anotherMar 5, 2018Jul 14, 2023 (1957 d)
Daniel R CallahanCitizens Securities, Inc. BD affiliatedCuso Financial Services, L.P. BD affiliatedAffiliated broker-dealer or bank to anotherMar 1, 2018Mar 26, 2019 (390 d)
John Taylor WalkerCitizens Securities, Inc. BD affiliatedCordasco Financial Network, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAFeb 16, 2018Jun 14, 2018 (118 d)
Christopher VorgityCitizens Securities, Inc. BD affiliatedSantander Securities otherOtherFeb 15, 2018Mar 6, 2018
Gregory Michael ValleeCitizens Securities, Inc. BD affiliatedAmeriprise Financial Services, LLC national BDAffiliated broker-dealer or bank to anotherFeb 12, 2018Feb 9, 2018
Kimberly A BarleyCitizens Securities, Inc. BD affiliatedKey Investment Services LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 9, 2018Sep 16, 2019 (584 d)
David Alan MeekCitizens Securities, Inc. BD affiliatedCetera Investment Advisers LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 7, 2018Mar 21, 2024 (2234 d)
Scott PelusoCitizens Securities, Inc. BD affiliatedBfc Planning, Inc. otherOtherFeb 5, 2018Feb 14, 2018
Julian Daniel RomeuCitizens Securities, Inc. BD affiliatedLincoln Investment otherOtherJan 25, 2018Feb 13, 2018
Shakeeb H SyedCitizens Securities, Inc. BD affiliatedAvantax Advisory Services BD affiliatedAffiliated broker-dealer or bank to anotherJan 12, 2018Apr 23, 2018 (101 d)
Jerome William LamaCitizens Securities, Inc. BD affiliatedPnc Wealth Management BD affiliatedAffiliated broker-dealer or bank to anotherJan 9, 2018May 2, 2019 (478 d)
Alicia Marie MondayCitizens Securities, Inc. BD affiliatedEagle Strategies LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 9, 2018Jan 9, 2020 (730 d)
Mark J MilewskiCitizens Securities, Inc. BD affiliatedSantander Securities otherOtherJan 8, 2018Feb 14, 2018 (37 d)
Richard ColeCitizens Securities, Inc. BD affiliatedPnc Wealth Management BD affiliatedAffiliated broker-dealer or bank to anotherJan 8, 2018Aug 6, 2019 (575 d)
George ThibaultCitizens Securities, Inc. BD affiliatedE*Trade Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 8, 2018Oct 17, 2018 (282 d)
Robert Brian FerreiraCitizens Securities, Inc. BD affiliatedAdvice And Planning Services otherOtherJan 8, 2018Mar 22, 2018 (73 d)
Melissa Ann SeitchekCitizens Securities, Inc. BD affiliatedSantander Securities otherOtherJan 8, 2018Jan 12, 2018
Lucy Ann Marie SowersCitizens Securities, Inc. BD affiliatedSantander Securities otherOtherJan 4, 2018Jan 16, 2018
Jason J. FoxCitizens Securities, Inc. BD affiliatedTd Ameritrade, Inc. no RAUMOtherJan 3, 2018Jan 9, 2018
Jason TaylorCitizens Securities, Inc. BD affiliatedFlagship Harbor Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 26, 2017Nov 19, 2025 (2885 d)
Michael G CostaCitizens Securities, Inc. BD affiliatedKey Investment Services LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 26, 2017Apr 10, 2019 (470 d)
Zachary Maxwell CliffordCitizens Securities, Inc. BD affiliatedWashington Trust Advisors independent RIAAffiliated broker-dealer or bank to independent RIADec 15, 2017Sep 18, 2018 (277 d)
Chad E SchlehCitizens Securities, Inc. BD affiliatedPnc Wealth Management BD affiliatedAffiliated broker-dealer or bank to anotherDec 14, 2017Feb 23, 2018 (71 d)
Zachary TaylorCitizens Securities, Inc. BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseDec 12, 2017Jan 11, 2018
Jason Alan FowkesCitizens Securities, Inc. BD affiliatedPnc Wealth Management BD affiliatedAffiliated broker-dealer or bank to anotherDec 1, 2017Dec 15, 2017
Eric Robert DewaltCitizens Securities, Inc. BD affiliatedCetera Investment Advisers LLC otherOtherDec 1, 2017Jan 5, 2018 (35 d)
Robert Gerald CreamerCitizens Securities, Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseNov 28, 2017Oct 8, 2018 (314 d)
Kevin Darnell NewmuisCitizens Securities, Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseNov 20, 2017Nov 17, 2017
Donna Jean PotterCitizens Securities, Inc. BD affiliatedLPL Financial LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 17, 2017Nov 20, 2017
Jason RosenbergCitizens Securities, Inc. BD affiliatedSantander Securities otherOtherNov 17, 2017Nov 28, 2017
Gary Ernest PughCitizens Securities, Inc. otherHornor, Townsend & Kent, LLC otherOtherNov 14, 2017Dec 21, 2017 (37 d)
Rebekah Suzanne KigerCitizens Securities, Inc. otherPnc Wealth Management BD affiliatedOtherNov 13, 2017Dec 1, 2017
Peter H GauntCitizens Securities, Inc. otherPnc Wealth Management BD affiliatedOtherNov 10, 2017Dec 12, 2017 (32 d)
Jeffrey Robert UtterbackCitizens Securities, Inc. otherBfc Planning, Inc. otherOtherNov 8, 2017Nov 21, 2017
Robert Joseph SullivanCitizens Securities, Inc. otherWells Fargo Advisors wirehouseOtherNov 3, 2017Dec 5, 2017 (32 d)
Joseph LagnerCitizens Securities, Inc. otherSantander Securities BD affiliatedOtherNov 2, 2017Dec 24, 2019 (782 d)
Michael F LipaniCitizens Securities, Inc. otherJ.P. Morgan Securities LLC wirehouseOtherNov 1, 2017Nov 3, 2017
Sean Allen RobertsonCitizens Securities, Inc. otherAdvice And Planning Services otherOtherOct 30, 2017Nov 2, 2017
Chad R BalhoffCitizens Securities, Inc. otherFifth Third Securities, Inc. otherOtherOct 30, 2017Oct 27, 2017
Ryan Francis WhiteCitizens Securities, Inc. otherPnc Wealth Management BD affiliatedOtherOct 23, 2017Nov 16, 2017
Froilan Anthony BrittinghamCitizens Securities, Inc. otherWells Fargo Advisors wirehouseOtherOct 17, 2017Dec 14, 2017 (58 d)
Kevin M. ConwellCitizens Securities, Inc. otherJ.P. Morgan Securities LLC wirehouseOtherOct 17, 2017Mar 15, 2024 (2341 d)
Katherine Rae TrivisonnoCitizens Securities, Inc. otherU.S. Bancorp Investments, Inc. otherOtherOct 11, 2017Feb 2, 2018 (114 d)
Keven Lee GraberCitizens Securities, Inc. otherKey Investment Services LLC otherOtherOct 9, 2017Oct 9, 2017
William H HecklickCitizens Securities, Inc. otherWesbanco Securities, Inc. BD affiliatedOtherOct 6, 2017Oct 11, 2017
Michael DattiloCitizens Securities, Inc. otherUBS Financial Services Inc. wirehouseOtherOct 3, 2017Dec 19, 2017 (77 d)
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