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
David Llewellyn SmithSantander Securities BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJul 2, 2020Apr 5, 2021 (277 d)
Steven M. MongelliEdward Jones national BDCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJul 1, 2020Aug 12, 2020 (42 d)
Octavio FonsecaEquitable Advisors, LLC national BDCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJun 30, 2020Jun 30, 2020
Joshua Michael LarsenMorgan Stanley wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJun 23, 2020Jun 25, 2020
Dennis Joseph RosadioCommonwealth Financial Network national BDCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJun 22, 2020Jun 23, 2021 (366 d)
Jennifer Anne RonekerMorgan Stanley wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJun 10, 2020Jun 10, 2020
Ashley A NoonanWells Fargo Advisors wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankMay 20, 2020Apr 3, 2020
Jason S. JaversFisher Investments independent RIACitizens Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMay 15, 2020Jun 24, 2020 (40 d)
Michael William CoffeyPrivate Advisor Group, LLC independent RIACitizens Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMay 1, 2020Jul 17, 2020 (77 d)
John Eric TenofskyTd Ameritrade, Inc. no RAUMCitizens Securities, Inc. BD affiliatedOtherApr 28, 2020Jul 7, 2020 (70 d)
John Phillip NehrigKey Investment Services LLC BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherApr 20, 2020May 1, 2020
Robert P HuntingtonM&T Securities, Inc. unclassifiedCitizens Securities, Inc. BD affiliatedOtherApr 6, 2020Aug 26, 2020 (142 d)
Brian Francis DunphyMML Investors Services, LLC BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherApr 1, 2020Jul 2, 2020 (92 d)
Heather Lee HerseyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankMar 10, 2020Mar 16, 2020
Danny Jay BuesingMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankMar 10, 2020Mar 12, 2020
Domenico Tomas SciulliPnc Wealth Management BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMar 5, 2020Feb 25, 2020
Sol H ChalhoubPnc Wealth Management BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMar 4, 2020Feb 18, 2020
Edward Francis VaheyEquitable Advisors, LLC national BDCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMar 3, 2020Mar 24, 2020
Visonja AndrianopoulosCuso Financial Services, L.P. BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherFeb 28, 2020Mar 3, 2020
Brian Robert GaumontSantander Securities BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherFeb 26, 2020Mar 2, 2020
Nicholas Michael LuiseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankFeb 24, 2020Feb 27, 2020
Michael G CostaKey Investment Services LLC BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherFeb 24, 2020Mar 17, 2020
Shawn Richard SwartzEdward Jones national BDCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherFeb 21, 2020Mar 2, 2020
Matthew Douglass WhiteMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankFeb 19, 2020Jul 2, 2020 (134 d)
Gary BickhamPrimerica Advisors national BDCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherFeb 5, 2020Jan 28, 2022 (723 d)
Travis Jay LacellePnc Wealth Management BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherFeb 3, 2020Jan 30, 2020
Paul Richard DuquettePeople'S Securities, Inc. no RAUMCitizens Securities, Inc. BD affiliatedOtherJan 29, 2020Jan 28, 2020
Nicholas PavaoPruco Securities, LLC BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJan 29, 2020Mar 1, 2021 (397 d)
Mark Joseph LoducaPruco Securities, LLC BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJan 14, 2020Jan 2, 2020
Daniel Louis HerzigValic Financial Advisors, Inc. BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJan 10, 2020Dec 16, 2019
Nicole Leah WhiteAdvice And Planning Services BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJan 10, 2020Mar 3, 2021 (418 d)
Darwin SmithEdward Jones national BDCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJan 9, 2020Jan 30, 2020
Stephanie CadenheadEmpower Advisory Group, LLC institutionalCitizens Securities, Inc. BD affiliatedOtherJan 7, 2020Feb 5, 2020
Nathan HartwigEquitable Advisors, LLC national BDCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJan 7, 2020Jan 3, 2020
Christopher Paul MaraLPL Financial LLC BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJan 6, 2020Jan 8, 2020
Paula Jean FarrellSantander Securities BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJan 3, 2020Jan 27, 2021 (390 d)
Matthew James PruittMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJan 2, 2020Jan 2, 2020
Jeremy T RiversMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankDec 24, 2019Jan 3, 2020
Gary GeraciSantander Securities BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherDec 17, 2019Jan 24, 2020 (38 d)
Michelle Lee HansenLPL Financial LLC BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherDec 17, 2019Dec 10, 2019
Jason A FreedmanEdward Jones national BDCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherDec 17, 2019Jul 1, 2020 (197 d)
Shayne MullinsEdward Jones national BDCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherDec 11, 2019Jan 2, 2020
Jacob March SchaeferKey Investment Services LLC BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherDec 2, 2019Nov 26, 2019
Mark Christopher ZonnoPruco Securities, LLC BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 26, 2019Nov 27, 2019
Jim Steiner MontgomeryMML Investors Services, LLC BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 21, 2019Nov 20, 2019
Christopher Luke WeissKeenan Financial independent RIACitizens Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankNov 18, 2019Feb 10, 2020 (84 d)
Carole BurnsPnc Capital Advisors LLC otherCitizens Securities, Inc. BD affiliatedOtherNov 18, 2019Aug 27, 2020 (283 d)
Amilcar Augusto GiraldoVoya Retirement Advisors, LLC otherCitizens Securities, Inc. BD affiliatedOtherNov 18, 2019Jun 30, 2021 (590 d)
Nathaniel RobertsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankNov 18, 2019Nov 25, 2019
Zachary W TimmPark Avenue Securities LLC BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 18, 2019Nov 14, 2019
Doyle Jeffrey MosleyMorgan Stanley wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankNov 15, 2019Dec 2, 2019
Peter Raymond ChristieJ.P. Morgan Securities LLC wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankNov 14, 2019Nov 5, 2019
William A. FioricaEquitable Advisors, LLC national BDCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 14, 2019Nov 20, 2019
Ashley KahlerEdward Jones national BDCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 5, 2019Jan 8, 2020 (64 d)
Robert K RubyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankNov 4, 2019Nov 4, 2019
Joseph William VeaseyMML Investors Services, LLC BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 4, 2019Nov 13, 2019
Robert KishMML Investors Services, LLC BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherOct 31, 2019Oct 31, 2019
Daniel Keith FullerEdward Jones national BDCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherOct 31, 2019Dec 10, 2019 (40 d)
Thomas E HobinSantander Securities BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherOct 30, 2019Nov 1, 2019
Frederick M. VicarioColumbia Management Investment Advisers, LLC asset managerCitizens Securities, Inc. BD affiliatedOtherOct 29, 2019Jun 19, 2020 (234 d)
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1,348 moves match.