DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at 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.

AdvisorFromToTypeLeftRegistered
Andrew Patrick CampbellCuso Financial Services, L.P. BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherApr 23, 2021Apr 28, 2021
Justin ZelenWells Fargo Advisors wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankApr 7, 2021Mar 23, 2021
Jorge Cisneros RodriguezWells Fargo Advisors wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankMar 30, 2021Apr 7, 2021
Thomas E CxypoliskiEagle Strategies LLC BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMar 26, 2021Mar 18, 2021
Rebecca May HoodH. Beck, Inc. BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMar 11, 2021Mar 10, 2021
David KnottEsi Financial Advisors BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMar 9, 2021Apr 5, 2021
Jeffrey Daren RagatzFlorida Financial Advisors, LLC BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMar 3, 2021Mar 16, 2021
James TurnerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankMar 2, 2021Mar 3, 2021
Lori Susan DuquetteSantander Securities BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMar 1, 2021Mar 2, 2021
Jillian Faye GingrasFidelity Personal And Workplace Advisors BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherFeb 25, 2021Mar 5, 2021
Chad Ian AkselradWells Fargo Advisors wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankFeb 16, 2021Mar 24, 2021 (36 d)
Jonathan OlsonEdward Jones national BDCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherFeb 9, 2021Sep 29, 2021 (232 d)
Joshua MounceRaymond James Financial Services Advisors, Inc BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJan 26, 2021Mar 1, 2021 (34 d)
Mark SperlingEquitable Advisors, LLC national BDCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJan 25, 2021Jan 25, 2021
Brian FeeTd Ameritrade, Inc. no RAUMCitizens Securities, Inc. BD affiliatedOtherJan 20, 2021Sep 10, 2021 (233 d)
Matthew DiruggieroMcadam LLC independent RIACitizens Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJan 13, 2021Nov 21, 2022 (677 d)
Gavin James ParkerTd Ameritrade, Inc. no RAUMCitizens Securities, Inc. BD affiliatedOtherJan 11, 2021Jan 19, 2021
Steven Joseph DiasTd Ameritrade, Inc. no RAUMCitizens Securities, Inc. BD affiliatedOtherJan 11, 2021May 24, 2021 (133 d)
Shawn Philip BerthelotTd Ameritrade, Inc. no RAUMCitizens Securities, Inc. BD affiliatedOtherJan 11, 2021Apr 19, 2021 (98 d)
Nicole Terese FobareTd Ameritrade, Inc. no RAUMCitizens Securities, Inc. BD affiliatedOtherJan 11, 2021May 21, 2021 (130 d)
Michael Joseph AlbaTd Ameritrade, Inc. no RAUMCitizens Securities, Inc. BD affiliatedOtherJan 11, 2021Jan 7, 2021
Thomas Reilly RingTd Ameritrade, Inc. no RAUMCitizens Securities, Inc. BD affiliatedOtherJan 11, 2021Jun 15, 2021 (155 d)
Alexander AranizEdward Jones national BDCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJan 8, 2021Mar 30, 2021 (81 d)
Alfonso Joseph SiravoM&T Securities, Inc. unclassifiedCitizens Securities, Inc. BD affiliatedOtherJan 7, 2021Jan 6, 2021
Nathan Randolph BaileyAmeriprise Financial Services, LLC national BDCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherDec 23, 2020Mar 9, 2021 (76 d)
Jeffry Francis AxeMML Investors Services, LLC BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherDec 21, 2020Feb 1, 2021 (42 d)
Joshua TremmelEagle Strategies LLC BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherDec 7, 2020Dec 1, 2020
Bradley Michael DolhiKey Investment Services LLC BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherDec 4, 2020Dec 23, 2020
Jacob Ryan FullerEdward Jones national BDCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherDec 4, 2020Jan 4, 2021 (31 d)
Mackenzie Thomas SwartzPrivate Advisor Group, LLC BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherDec 4, 2020Sep 30, 2022 (665 d)
Daniel Jeremiah OrtizCetera Advisors LLC BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherDec 1, 2020Dec 1, 2020
Hugh Blake-ThomasAdvice And Planning Services BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 13, 2020Sep 20, 2021 (311 d)
Richard DebroccoAdvice And Planning Services BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 13, 2020Feb 22, 2021 (101 d)
Adam Matthew GreeneTd Ameritrade, Inc. no RAUMCitizens Securities, Inc. BD affiliatedOtherNov 11, 2020Nov 9, 2020
John Francis MazzoneWells Fargo Advisors wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankNov 10, 2020Oct 30, 2020
Robert Francis CraneMML Investors Services, LLC BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 5, 2020Oct 27, 2020
Timothy C HernandezWells Fargo Advisors wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankNov 5, 2020Nov 24, 2020
Marina Kumi SmalanskasLPL Financial LLC BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherOct 27, 2020Oct 19, 2020
Edgar L. JacksonEdward Jones national BDCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherOct 21, 2020Oct 29, 2020
Coty Tyler SchnakeMorgan Stanley wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankSep 15, 2020Sep 15, 2020
David HubbsBny Mellon Advisors, Inc. independent RIACitizens Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 10, 2020Sep 21, 2020
John Ryan O'DonnellKey Investment Services LLC BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherSep 9, 2020Sep 9, 2020
Mark PlinerMML Investors Services, LLC BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherSep 1, 2020Aug 26, 2020
Seth Nizar TahaWells Fargo Advisors wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankAug 31, 2020Sep 30, 2020
Kevin DaleySantander Securities BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 28, 2020Sep 29, 2020 (32 d)
Quan NguyenSantander Securities BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 28, 2020Jan 8, 2021 (133 d)
Jessica Lynn LeachSantander Securities BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 28, 2020Jan 7, 2021 (132 d)
Marcus LuccheseSantander Securities BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 28, 2020Sep 29, 2020 (32 d)
Samuel M RahebSantander Securities BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 28, 2020Sep 28, 2020 (31 d)
Jeremy EvensPruco Securities, LLC BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 25, 2020Aug 27, 2020
Douglas Earl EsenwineEdward Jones national BDCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 24, 2020Aug 26, 2020
Patrick HurleyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankAug 24, 2020Jan 21, 2022 (515 d)
Daniel David LeJohn Hancock Personal Financial Services, LLC BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 19, 2020Aug 6, 2020
Joseph FoxEquitable Advisors, LLC national BDCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 19, 2020Sep 28, 2020 (40 d)
William Eric KernEdward Jones national BDCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 13, 2020Aug 17, 2020
George Daniel YoungPruco Securities, LLC BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 12, 2020Aug 12, 2020
Elizabeth Girvin HegartyJ.P. Morgan Securities LLC wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankAug 5, 2020Aug 4, 2020
Frederick Abrams BellowsMML Investors Services, LLC BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJul 31, 2020Aug 12, 2020
Kevin M DoyleFifth Third Securities, Inc. BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJul 30, 2020Aug 14, 2020
Hamid AbdollahiMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJul 27, 2020Aug 6, 2020
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1,348 moves match.