DFX Intelligence
Advisor moves
Arrivals at Citizens Securities, Inc.What a move isA 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.
1,342 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Patrick Dunk | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 31, 2019 | May 4, 2021 (704 d) |
| Yaldez Abdel Samed | Key Investment Services LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 30, 2019 | May 31, 2019 |
| Margaret Mary Koetzner | Key Investment Services LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 20, 2019 | Apr 8, 2021 (689 d) |
| Deborah J Naylor | Morgan Stanley wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 8, 2019 | May 13, 2019 |
| Brent Edward Coughenour | Pnc Wealth Management BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 7, 2019 | May 6, 2019 |
| Christopher Michael Obrien | Eagle Strategies LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 6, 2019 | May 13, 2019 |
| Rebecca L Bear | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 1, 2019 | Apr 24, 2019 |
| Christopher Jackson | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 24, 2019 | May 7, 2019 |
| Lauren A Ethington | LPL Financial LLC independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 17, 2019 | Apr 29, 2019 |
| Stephanie Burdett | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 15, 2019 | May 7, 2019 |
| Barbara Monique Turner | Janney Montgomery Scott LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 12, 2019 | Apr 17, 2019 |
| Richard Stuart Sobel | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 3, 2019 | Mar 28, 2019 |
| Kevin D Mcrae | Voya Financial Advisors, Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 3, 2019 | Feb 3, 2020 (306 d) |
| Terence William Tinkham | Flagship Harbor Advisors, LLC independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 31, 2019 | Mar 25, 2019 |
| Glenn Andrew Gardiner | Cuso Financial Services, L.P. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 29, 2019 | Apr 9, 2019 |
| Craig Dennis Johnson | Ameriprise Financial Services, LLC national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 28, 2019 | Nov 14, 2019 (231 d) |
| David Skolnik | Huntington Financial Advisors BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 26, 2019 | Feb 14, 2020 (325 d) |
| Jared Reinstein | LPL Financial LLC independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 22, 2019 | Sep 10, 2019 (172 d) |
| Joseph Robert Perusse | Eagle Strategies LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 22, 2019 | Apr 10, 2019 |
| Matthew Holmes | Morgan Stanley wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 18, 2019 | Mar 19, 2019 |
| John Ruggero | Charles Schwab & Co., Inc. national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 15, 2019 | Mar 12, 2019 |
| Gregory Jon Clemens | Questar Asset Management, Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 7, 2019 | Apr 18, 2023 (1503 d) |
| Marilyn Gay Zarkos | Edward Jones national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 7, 2019 | Mar 1, 2019 |
| Tyler Blake | Pruco Securities, LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 5, 2019 | Mar 28, 2019 |
| Christopher John Maynard | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 5, 2019 | Nov 14, 2019 (254 d) |
| Cory Rasmussen | Santander Securities BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 27, 2019 | Feb 25, 2019 |
| Peter Nicholas Cuddy | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 14, 2019 | Dec 10, 2019 (299 d) |
| Matthew Phipps | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 14, 2019 | Mar 12, 2019 |
| Andrew Robertson | Fidelity Personal And Workplace Advisors BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 5, 2019 | Jul 12, 2019 (157 d) |
| Todd A. Marotta | Mercer Global Advisors Inc. independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 1, 2019 | Apr 9, 2019 (67 d) |
| Douglas Edward Grom | Edward Jones national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 30, 2019 | Jan 29, 2019 |
| Andrew Jonathan Douglas | Ameriprise Financial Services, LLC national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 14, 2019 | Jan 7, 2019 |
| Anthony Fisher | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 14, 2019 | Jan 7, 2019 |
| Raj Shekar | Td Ameritrade Investment Management, LLC independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jan 7, 2019 | Jan 9, 2019 |
| Raj Shekar | Td Ameritrade, Inc. no RAUM | Citizens Securities, Inc. BD affiliated | Other | Jan 7, 2019 | Jan 9, 2019 |
| Jason Andrew Ostapczuk | Wells Fargo Advisors wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 24, 2018 | Oct 7, 2019 (287 d) |
| Nicole Lee Marie Guimonds | Edward Jones national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 18, 2018 | Dec 18, 2018 |
| Marcella Ann Evans | Avantax Advisory Services BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 10, 2018 | Dec 18, 2018 |
| Andrew John Wood | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 5, 2018 | Jan 9, 2020 (400 d) |
| Joseph Michael Kuzmanko | Stratos Wealth Partners, Ltd independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Dec 4, 2018 | Nov 30, 2018 |
| Michael Victor Warren | Equitable Advisors, LLC national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 4, 2018 | Dec 5, 2018 |
| Janet Eleanor Mullaney | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 29, 2018 | Dec 18, 2018 |
| Eric Kyle Humphries-Bickley | Pnc Wealth Management BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 8, 2018 | Nov 20, 2018 |
| James Falvey | Northwestern Mutual Investment Services,LLC no RAUM | Citizens Securities, Inc. BD affiliated | Other | Nov 2, 2018 | Oct 30, 2018 |
| Guido Andrew Dipietro | Edward Jones national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 2, 2018 | Aug 28, 2019 (299 d) |
| Matthew E Kallio | Pnc Wealth Management BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 1, 2018 | Nov 8, 2018 |
| Jaclyn Marie Stark-Mullica | Pnc Wealth Management BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 1, 2018 | Feb 27, 2019 (118 d) |
| Anthony Paul Tuccini | Pnc Wealth Management BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 1, 2018 | Oct 23, 2018 |
| Matthew Joseph James Spirko | Pnc Wealth Management BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 1, 2018 | Nov 27, 2018 |
| Kyle Jeffrey Wood | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 29, 2018 | Nov 1, 2018 |
| Nicholas Patrick Smutney | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 29, 2018 | Dec 26, 2018 (58 d) |
| Zachary Ryan Menard | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 25, 2018 | Jan 31, 2019 (98 d) |
| Joanne Bolden | Vanguard Advisers, Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 23, 2018 | Nov 15, 2018 |
| Nadia G Daoud | Hornor, Townsend & Kent, LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 16, 2018 | Oct 3, 2019 (352 d) |
| Rita M Labeta | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 9, 2018 | Oct 17, 2018 |
| Ryan Frank Gravina | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 9, 2018 | Oct 24, 2018 |
| Mariano Lopez | Pnc Wealth Management BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 21, 2018 | Oct 5, 2018 |
| Howard I Mortenson | Sigfig Wealth Management LLC independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Sep 17, 2018 | Oct 2, 2018 |
| Jason Willyard | Sigfig Wealth Management LLC independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Sep 17, 2018 | Oct 1, 2018 |
| John Mazzarella | LPL Financial LLC independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Sep 13, 2018 | Sep 7, 2018 |