DFX Intelligence
RIA Intelligence
Advisor moves
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 |
|---|---|---|---|---|---|
| Morgan Woods | Citizens Securities, Inc. BD affiliated | Commonwealth Financial Network national BD | Affiliated broker-dealer or bank to another | Feb 16, 2022 | Jun 7, 2022 (111 d) |
| Salvatore Mansueto | Citizens Securities, Inc. BD affiliated | Commonwealth Financial Network national BD | Affiliated broker-dealer or bank to another | Feb 14, 2022 | Feb 23, 2022 |
| Melissa Jennifer Shade | Citizens Securities, Inc. BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 9, 2022 | Feb 8, 2022 |
| Kevin Blain | Citizens Securities, Inc. BD affiliated | Commonwealth Financial Network national BD | Affiliated broker-dealer or bank to another | Feb 8, 2022 | Feb 23, 2022 |
| Thomas Reilly Ring | Citizens Securities, Inc. BD affiliated | E*Trade Capital Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 2, 2022 | Feb 28, 2022 |
| Anthony Davaro | Citizens Securities, Inc. BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 27, 2022 | Feb 7, 2022 |
| Martin Andrew Michaud | Citizens Securities, Inc. BD affiliated | Equitable Advisors, LLC national BD | Affiliated broker-dealer or bank to another | Jan 26, 2022 | Mar 7, 2022 (40 d) |
| Ashley A Noonan | Citizens Securities, Inc. BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 26, 2022 | Apr 26, 2022 (90 d) |
| Alexander Edward Merrill | Citizens Securities, Inc. BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jan 25, 2022 | Nov 23, 2022 (302 d) |
| Stephen Lowell Zannetti | Citizens Securities, Inc. BD affiliated | Ae Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 19, 2022 | Feb 7, 2022 |
| Jeremy Cox | Citizens Securities, Inc. BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 18, 2022 | Mar 16, 2022 (57 d) |
| Rashon Holmes | Citizens Securities, Inc. BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jan 18, 2022 | Mar 25, 2022 (66 d) |
| Pavel Malyuta | Citizens Securities, Inc. BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jan 12, 2022 | Mar 11, 2022 (58 d) |
| Richard Parsson | Citizens Securities, Inc. BD affiliated | Fifth Third Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 11, 2022 | Jan 10, 2022 |
| John M Welsh | Citizens Securities, Inc. BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 10, 2022 | Jan 21, 2022 |
| Julian Murcia | Citizens Securities, Inc. BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jan 10, 2022 | Mar 21, 2022 (70 d) |
| Jennifer L Nelson | Citizens Securities, Inc. BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 7, 2022 | Aug 2, 2022 (207 d) |
| Walter Joseph Zarenko | Citizens Securities, Inc. BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jan 7, 2022 | Mar 10, 2022 (62 d) |
| Stephen R. Fernandes | Citizens Securities, Inc. BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 4, 2022 | Mar 3, 2023 (423 d) |
| Krisana Voss | Citizens Securities, Inc. BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jan 4, 2022 | Mar 17, 2022 (72 d) |
| Brittany Nicole Squires | Citizens Securities, Inc. BD affiliated | Osaic Institutions, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 4, 2022 | Jan 10, 2022 |
| Trevor Pinto | Citizens Securities, Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 20, 2021 | Jan 25, 2022 (36 d) |
| William Fleming | Citizens Securities, Inc. BD affiliated | Santander Securities BD affiliated | Affiliated broker-dealer or bank to another | Dec 20, 2021 | Jan 12, 2022 |
| Patrick Horan | Citizens Securities, Inc. BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Dec 17, 2021 | Jan 14, 2022 |
| David Kenneth Snyder | Citizens Securities, Inc. BD affiliated | Sweeney Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 10, 2021 | Jan 3, 2022 |
| Stephanie Cadenhead | Citizens Securities, Inc. BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Dec 8, 2021 | Feb 8, 2022 (62 d) |
| Daniel Ward Johnson | Citizens Securities, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 8, 2021 | Jan 25, 2022 (48 d) |
| Derrick J Arnold | Citizens Securities, Inc. BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 8, 2021 | Dec 6, 2021 |
| Peter A Blagojevic | Citizens Securities, Inc. BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Dec 6, 2021 | May 3, 2023 (513 d) |
| Leonid Kozyrev | Citizens Securities, Inc. BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Dec 2, 2021 | Jan 11, 2022 (40 d) |
| John Joseph Fitzgerald | Citizens Securities, Inc. BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 29, 2021 | Nov 29, 2021 |
| Vertell Stinson | Citizens Securities, Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 22, 2021 | Mar 16, 2022 (114 d) |
| Danielle Taglianetti | Citizens Securities, Inc. BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Nov 22, 2021 | Feb 14, 2022 (84 d) |
| Thomas Michael Cartin | Citizens Securities, Inc. BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 17, 2021 | Nov 19, 2021 |
| Joshua Lee Potter | Citizens Securities, Inc. BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Nov 17, 2021 | Dec 8, 2021 |
| James Falvey | Citizens Securities, Inc. BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Nov 15, 2021 | Dec 15, 2021 |
| Keith Gordon Spencer | Citizens Securities, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 10, 2021 | Nov 15, 2021 |
| Mark Sperling | Citizens Securities, Inc. BD affiliated | Empower Advisory Group, LLC other | Other | Nov 10, 2021 | Jan 3, 2022 (54 d) |
| James Justice Ogborn | Citizens Securities, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 10, 2021 | Jan 3, 2022 (54 d) |
| Keith Najjar | Citizens Securities, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Nov 8, 2021 | Dec 9, 2021 (31 d) |
| Nicholas Vaillancourt | Citizens Securities, Inc. BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Nov 8, 2021 | Dec 22, 2021 (44 d) |
| Eric Joseph Moreira | Citizens Securities, Inc. BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Nov 8, 2021 | Nov 5, 2021 |
| William Eric Kern | Citizens Securities, Inc. BD affiliated | State Farm Investment Management Corp. asset manager | Other | Nov 2, 2021 | May 17, 2022 (196 d) |
| Corey J Maxwell | Citizens Securities, Inc. BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 2, 2021 | Jan 25, 2022 (84 d) |
| Robert K Ruby | Citizens Securities, Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 1, 2021 | Nov 8, 2021 |
| Melissa Johns | Citizens Securities, Inc. BD affiliated | Ally Invest Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 1, 2021 | Nov 17, 2021 |
| Domenico Tomas Sciulli | Citizens Securities, Inc. BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 25, 2021 | Jun 17, 2022 (235 d) |
| Paul Ryan Lorenz | Citizens Securities, Inc. BD affiliated | Osaic Institutions, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 25, 2021 | Jun 26, 2023 (609 d) |
| Kevin A Miller | Citizens Securities, Inc. BD affiliated | Transamerica Retirement Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 22, 2021 | Nov 10, 2021 |
| Michi Chin | Citizens Securities, Inc. BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 22, 2021 | Nov 17, 2021 |
| Sonila Bleta | Citizens Securities, Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 19, 2021 | Oct 25, 2021 |
| Jeffrey Stuart King | Citizens Securities, Inc. BD affiliated | Twelve Points Wealth Management mixed wealth | Affiliated broker-dealer or bank to independent RIA | Oct 18, 2021 | Dec 7, 2021 (50 d) |
| Valentino Hernandez | Citizens Securities, Inc. BD affiliated | Pruco Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 18, 2021 | Nov 8, 2021 |
| Nadia G Daoud | Citizens Securities, Inc. BD affiliated | Comerica Securities independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 15, 2021 | Dec 9, 2021 (55 d) |
| Josephina Osti Luczak | Citizens Securities, Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 15, 2021 | Oct 14, 2021 |
| Perri M Sherritt | Citizens Securities, Inc. BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 15, 2021 | Sep 30, 2021 |
| Tom Egan | Citizens Securities, Inc. BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 13, 2021 | Oct 25, 2021 |
| Jared M. Henniger | Citizens Securities, Inc. BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Oct 13, 2021 | Jan 25, 2023 (469 d) |
| Anthony Joseph Vandette | Citizens Securities, Inc. BD affiliated | Transamerica Retirement Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 13, 2021 | Jun 6, 2023 (601 d) |
| Robert Dummer | Citizens Securities, Inc. BD affiliated | Wesbanco Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 13, 2021 | Jan 10, 2022 (89 d) |
1,362 moves match.