DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Citizens Securities, Inc.

1,342 moves
AdvisorFromToTypeLeftRegistered
Robert Michael ElwellEquitable Advisors, LLC national BDCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherSep 13, 2018Sep 26, 2018
Yumei HuangEquitable Advisors, LLC national BDCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherSep 12, 2018Mar 7, 2019 (176 d)
Steven Dominic CacciuttiThrive Capital Management, LLC independent RIACitizens Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 4, 2018Sep 5, 2018
Adam Tucker BoycePnc Wealth Management BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherSep 4, 2018Mar 31, 2020 (574 d)
Joseph John BrautMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankAug 31, 2018Aug 30, 2018
Lee Francis HurneyLPL Financial LLC independent RIACitizens Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankAug 30, 2018Sep 21, 2022 (1483 d)
Michelle Lee DubenaPruco Securities, LLC BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 30, 2018Sep 20, 2018
Steven Scott RichardsonPnc Wealth Management BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 30, 2018Aug 27, 2018
Michael P HoganMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankAug 3, 2018Aug 2, 2018
William HanganWealth Management Resources, Inc. independent RIACitizens Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJul 31, 2018Oct 2, 2018 (63 d)
John GrossFifth Third Securities, Inc. BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJul 27, 2018Jul 26, 2018
Stephen Howard GoldsteinEsi Financial Advisors BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJul 23, 2018Aug 29, 2018 (37 d)
Julian MurciaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJul 6, 2018Jun 29, 2018
George N PanagosEagle Strategies LLC BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJun 29, 2018Jun 29, 2018
Daniel Ward JohnsonVoya Financial Advisors, Inc. BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJun 22, 2018Jul 2, 2018
Abraham RosenbergMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJun 18, 2018Jun 27, 2018
Scott Howard LevinCuso Financial Services, L.P. BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJun 11, 2018Sep 6, 2018 (87 d)
Kyle BraenderNorthwestern Mutual Investment Services,LLC no RAUMCitizens Securities, Inc. BD affiliatedOtherJun 11, 2018Jun 26, 2018
Kyle Kenneth ClarkBiondo Investment Advisors LLC independent RIACitizens Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJun 8, 2018Nov 2, 2018 (147 d)
Greg VoccioOsaic Wealth, Inc. BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMay 23, 2018May 23, 2018
Michael Alexander GeotesMML Investors Services, LLC BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMay 22, 2018Jun 5, 2018
Jason M PlattMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankMay 22, 2018May 29, 2018
Martin Andrew MichaudEagle Strategies LLC BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMay 17, 2018May 14, 2018
Joshua WinklerPnc Wealth Management BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMay 15, 2018Dec 18, 2018 (217 d)
Lewis Marlin RoweHuntington Financial Advisors BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMay 4, 2018Apr 25, 2018
Andreas WochtlEdward Jones national BDCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMay 2, 2018May 23, 2018
Eric Joseph MoreiraEssex Financial Services, Inc. independent RIACitizens Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankApr 26, 2018May 1, 2018
Caroline Maria BravoM&T Securities, Inc. unclassifiedCitizens Securities, Inc. BD affiliatedOtherApr 24, 2018Apr 17, 2018
Sean Patrick LorePnc Wealth Management BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherApr 20, 2018Apr 19, 2018
Phillip James EliasMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankApr 17, 2018Apr 16, 2018
Travis Edward SollingerFort Pitt Capital Group, LLC independent RIACitizens Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankApr 16, 2018Apr 25, 2018
Teyonna S. HarrisWells Fargo Advisors wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankApr 9, 2018Mar 26, 2018
Branden BorowiakMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankApr 6, 2018Apr 23, 2018
Keith T LohmLPL Financial LLC independent RIACitizens Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankApr 5, 2018Apr 23, 2019 (383 d)
Paula M ParrishEquitable Advisors, LLC national BDCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherApr 5, 2018Apr 6, 2018
Duane E. YoungPnc Wealth Management BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherApr 2, 2018Mar 20, 2018
Matthew John WilcoxSantander Securities otherCitizens Securities, Inc. BD affiliatedOtherMar 26, 2018Apr 9, 2018
Angelica Faye AndreottiMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankMar 23, 2018Apr 4, 2018
Richard Lawrence ElliottMercer Global Advisors Inc. otherCitizens Securities, Inc. BD affiliatedOtherMar 9, 2018Apr 17, 2018 (39 d)
Joseph Michael HartonScottrade Investment Management BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMar 9, 2018Apr 4, 2018
Brian SelfScottrade Investment Management BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMar 9, 2018Jun 8, 2018 (91 d)
Erik David KentScottrade Investment Management BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMar 9, 2018Mar 29, 2018
Eric Brennen DixsonScottrade Investment Management BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMar 7, 2018Sep 5, 2018 (182 d)
Mark WhiteMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankMar 6, 2018May 24, 2018 (79 d)
Alec BouriaPnc Wealth Management BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherFeb 27, 2018Mar 5, 2019 (371 d)
Megan RuoSantander Securities otherCitizens Securities, Inc. BD affiliatedOtherFeb 20, 2018Feb 20, 2018
Joseph Robert SmithMcadam LLC otherCitizens Securities, Inc. BD affiliatedOtherFeb 14, 2018Mar 8, 2018
Ryan Bruce HillAsset Management Resources, LLC otherCitizens Securities, Inc. BD affiliatedOtherFeb 6, 2018Feb 23, 2018
Jacob Earl LusbyThrive Capital Management, LLC independent RIACitizens Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankFeb 1, 2018Feb 2, 2018
Barry William CoursonWaddell & Reed otherCitizens Securities, Inc. BD affiliatedOtherFeb 1, 2018Feb 1, 2018
John David DanzerGood Life Advisors, LLC otherCitizens Securities, Inc. BD affiliatedOtherJan 23, 2018Jan 2, 2018
William R DeemerKey Investment Services LLC BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJan 5, 2018Jan 23, 2018
Valerie R BouraphaelSantander Securities otherCitizens Securities, Inc. BD affiliatedOtherJan 5, 2018Jan 2, 2018
Scott WolfeMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJan 2, 2018Feb 28, 2018 (57 d)
Scott M MetzTd Ameritrade Investment Management, LLC otherCitizens Securities, Inc. BD affiliatedOtherDec 20, 2017Dec 7, 2017
Scott M MetzTd Ameritrade, Inc. no RAUMCitizens Securities, Inc. BD affiliatedOtherDec 20, 2017Dec 7, 2017
Charles Christopher GilbertMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankDec 13, 2017Nov 5, 2018 (327 d)
Deena Michelle KobrinNext Financial Group, Inc. otherCitizens Securities, Inc. BD affiliatedOtherDec 5, 2017Feb 8, 2018 (65 d)
Meghavi Damani RoseanSantander Securities otherCitizens Securities, Inc. BD affiliatedOtherDec 5, 2017Feb 8, 2018 (65 d)
Jack KeleshianBancwest Investment Services, Inc. (Bwis) otherCitizens Securities, Inc. BD affiliatedOtherNov 30, 2017Dec 15, 2017
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