DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Citizens Securities, Inc.

1,342 moves
AdvisorFromToTypeLeftRegistered
Tushar GalaLPL Financial LLC independent RIACitizens Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankNov 30, 2017Nov 28, 2017
John Matthew JolliffeFifth Third Securities, Inc. otherCitizens Securities, Inc. BD affiliatedOtherNov 28, 2017Oct 23, 2018 (329 d)
Jason FaroukMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankNov 27, 2017Dec 12, 2017
Mark Leonard SilvesterOppenheimer & Co. Inc. otherCitizens Securities, Inc. BD affiliatedOtherNov 22, 2017Dec 1, 2017
Michael SalahSpc otherCitizens Securities, Inc. BD affiliatedOtherNov 20, 2017Nov 21, 2017
Erik Wayne JohnsonEdward Jones national BDCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 20, 2017Nov 21, 2017
David Paul DufourLPL Financial LLC independent RIACitizens Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankNov 13, 2017Apr 30, 2018 (168 d)
Jason Robert FridaySignator Investors, Inc. otherCitizens Securities, Inc. BD affiliatedOtherNov 6, 2017Nov 21, 2017
Mauricio GaitanPnc Wealth Management otherCitizens Securities, Inc. otherOtherNov 1, 2017Nov 13, 2017
Nancy MichelettiMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankNov 1, 2017Aug 14, 2018 (286 d)
Alexandria Marie KirchnerFifth Third Securities, Inc. otherCitizens Securities, Inc. otherOtherOct 31, 2017Oct 16, 2017
Francis George GiamboyWaddell & Reed otherCitizens Securities, Inc. otherOtherOct 30, 2017Nov 7, 2017
Rose JoyceLPL Financial LLC otherCitizens Securities, Inc. otherOtherOct 26, 2017Oct 24, 2017
Andrew MartinMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCitizens Securities, Inc. otherOtherOct 25, 2017Oct 31, 2017
Louis Gordon PetruccoSecurian Financial Services, Inc. otherCitizens Securities, Inc. otherOtherOct 16, 2017Nov 6, 2017
Kenneth James ChodzinJ.P. Morgan Securities LLC wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankOct 11, 2017Nov 30, 2017 (50 d)
Andrew Shear NeftPnc Wealth Management otherCitizens Securities, Inc. otherOtherOct 10, 2017Oct 2, 2017
Alexandra Isabella KennedyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCitizens Securities, Inc. otherOtherSep 29, 2017Oct 4, 2017
Brian JohnsonPnc Wealth Management otherCitizens Securities, Inc. otherOtherSep 22, 2017Sep 20, 2017
James Matthew TafelskiFifth Third Securities, Inc. otherCitizens Securities, Inc. otherOtherSep 8, 2017Sep 25, 2017
Brian McgillinMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankSep 7, 2017Jun 24, 2019 (655 d)
Peter H GauntWells Fargo Advisors wirehouseCitizens Securities, Inc. otherOtherSep 5, 2017Aug 29, 2017
Brett M HosneyVoya Financial Advisors, Inc. otherCitizens Securities, Inc. otherOtherAug 22, 2017Aug 30, 2017
Theodore John SchaafUBS Financial Services Inc. wirehouseCitizens Securities, Inc. otherOtherAug 15, 2017Aug 8, 2017
Ian CostanzoPnc Wealth Management otherCitizens Securities, Inc. otherOtherAug 15, 2017Aug 14, 2017
Steven Eric BertoloBpu Investment Management, Inc. otherCitizens Securities, Inc. BD affiliatedOtherAug 14, 2017Feb 25, 2019 (560 d)
Ayinde J ShepherdAmeriprise Financial Services, LLC national BDCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 10, 2017Jan 26, 2018 (169 d)
Jason J. FoxMorgan Stanley wirehouseCitizens Securities, Inc. otherOtherAug 10, 2017Sep 1, 2017
Karen Marie NorrmanCambridge Investment Research Advisors, Inc. otherCitizens Securities, Inc. otherOtherAug 3, 2017Aug 3, 2017
John Joseph NooneInvestment Professionals, Inc. otherCitizens Securities, Inc. otherOtherAug 2, 2017Oct 24, 2017 (83 d)
Allen George SawyerSantander Securities otherCitizens Securities, Inc. otherOtherJul 26, 2017Jul 25, 2017
Joseph S. MuratoreM&T Securities, Inc. unclassifiedCitizens Securities, Inc. BD affiliatedOtherJul 25, 2017Feb 27, 2019 (582 d)
Dean Brandon HasenPnc Wealth Management otherCitizens Securities, Inc. otherOtherJul 25, 2017Jul 31, 2017
Matthew Ryan FioriPnc Wealth Management otherCitizens Securities, Inc. otherOtherJul 19, 2017Jun 28, 2017
Sean Allen RobertsonAmeriprise Financial Services, LLC national BDCitizens Securities, Inc. otherOtherJul 14, 2017Jul 18, 2017
Matthew Jeffrey StehlePrincipal Securities, Inc. otherCitizens Securities, Inc. otherOtherJul 11, 2017Aug 8, 2017
William BradfordSantander Securities otherCitizens Securities, Inc. otherOtherJul 10, 2017Jul 11, 2017
Rachel Elisabeth ManciniMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCitizens Securities, Inc. otherOtherJul 10, 2017Aug 9, 2017
Dino BerriMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJul 5, 2017Dec 10, 2018 (523 d)
Kenneth E O'ConnorEdward Jones national BDCitizens Securities, Inc. otherOtherJun 2, 2017Oct 31, 2017 (151 d)
Eric Todd MurrM&T Securities, Inc. unclassifiedCitizens Securities, Inc. otherOtherJun 2, 2017Sep 13, 2017 (103 d)
Patrick MilasMfa Wealth Advisors, LLC otherCitizens Securities, Inc. BD affiliatedOtherMay 31, 2017Oct 29, 2021 (1612 d)
Steve H NguyenSantander Securities otherCitizens Securities, Inc. otherOtherMay 30, 2017Jun 8, 2017
Kieth Lu TongMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCitizens Securities, Inc. otherOtherMay 26, 2017Jun 9, 2017
Van Chac LiaoLPL Financial LLC otherCitizens Securities, Inc. otherOtherMay 24, 2017Nov 7, 2017 (167 d)
Jared Hobert BrockThree Bearings Fiduciary Advisors, Inc. otherCitizens Securities, Inc. BD affiliatedOtherMay 24, 2017Mar 22, 2018 (302 d)
David White RogersOsaic Institutions, Inc. otherCitizens Securities, Inc. otherOtherMay 22, 2017May 22, 2017
Thomas John VilleneuveEagle Strategies LLC otherCitizens Securities, Inc. BD affiliatedOtherMay 17, 2017Jan 4, 2019 (597 d)
Rajesh M. BhanshaliStifel, Nicolaus & Company, Incorporated national BDCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMay 15, 2017May 2, 2019 (717 d)
Joseph Michael MelenickHuntington Financial Advisors otherCitizens Securities, Inc. otherOtherMay 8, 2017May 18, 2017
Robbie Lynne WilliamsPnc Wealth Management otherCitizens Securities, Inc. otherOtherMay 8, 2017May 26, 2017
Keith Levy TrafficanPnc Wealth Management otherCitizens Securities, Inc. otherOtherMay 5, 2017Apr 25, 2017
Lisa HegyesPnc Wealth Management otherCitizens Securities, Inc. otherOtherMay 3, 2017Apr 25, 2017
Vajoan MartePnc Wealth Management otherCitizens Securities, Inc. otherOtherMay 3, 2017May 2, 2017
Sean Mitchell RyanWells Fargo Advisors wirehouseCitizens Securities, Inc. otherOtherMay 3, 2017May 9, 2017
James BaroneOsaic Institutions, Inc. otherCitizens Securities, Inc. otherOtherMay 1, 2017Apr 13, 2017
Devon Goggin RobinsonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCitizens Securities, Inc. otherOtherApr 28, 2017Apr 25, 2017
Ryan N RicartPnc Wealth Management otherCitizens Securities, Inc. otherOtherApr 28, 2017Apr 24, 2017
Dennis PicconePnc Wealth Management otherCitizens Securities, Inc. otherOtherApr 28, 2017May 2, 2017
Donald Thomas FetskoTrustmont Advisory Group, Inc. otherCitizens Securities, Inc. otherOtherApr 27, 2017Apr 25, 2017
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