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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Michael Jason Oliveri | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 18, 2024 | Oct 21, 2024 |
| Timothy M Ohara | Hsbc Securities (USA) Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 10, 2024 | Sep 23, 2024 |
| Kevin F Shaw | Hsbc Securities (USA) Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 9, 2024 | Oct 8, 2024 |
| Arthur Ace | Truist Advisory Services, Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 7, 2024 | Nov 19, 2024 (43 d) |
| Stephanie U Taul | J.P. Morgan Securities LLC wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 2, 2024 | Feb 26, 2025 (147 d) |
| Reina Alvarez | J.P. Morgan Securities LLC wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 2, 2024 | Jan 13, 2025 (103 d) |
| Richard Dane Olson | Valic Financial Advisors, Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 2, 2024 | Jan 24, 2025 (114 d) |
| Brendan Michael Supple | J.P. Morgan Securities LLC wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 2, 2024 | Oct 23, 2024 |
| Amy Carrillo | J.P. Morgan Securities LLC wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 2, 2024 | Oct 25, 2024 |
| Joshua Charles Gonzalez | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 1, 2024 | Jan 15, 2025 (106 d) |
| Paramjit A Singh | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 1, 2024 | Oct 24, 2024 |
| Peter Coutracos | Empower Advisory Group, LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 27, 2024 | Oct 1, 2024 |
| Joel Matthew White | John Hancock Investment Management LLC asset manager | Citizens Securities, Inc. BD affiliated | Other | Sep 5, 2024 | Dec 18, 2025 (469 d) |
| Brian Johnson | J.P. Morgan Securities LLC wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 3, 2024 | Sep 9, 2024 |
| Steven James Tynan | Raymond James & Associates, Inc. national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 3, 2024 | Aug 28, 2024 |
| Jake Daniel Pusateri | Wells Fargo Advisors wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 30, 2024 | Sep 4, 2024 |
| Brian Riordan | Morgan Stanley wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 29, 2024 | Sep 18, 2024 |
| Jonathan Vazquez | Gemini Investment Strategies LLC unclassified | Citizens Securities, Inc. BD affiliated | Other | Aug 22, 2024 | May 3, 2024 |
| Fabio Vozila | J.P. Morgan Securities LLC wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 17, 2024 | Aug 21, 2024 |
| Nicholas Balante | Westpoint Wealth Management, LLC independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 8, 2024 | Oct 2, 2024 (55 d) |
| Jose Rafael Matias | Advice And Planning Services BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 30, 2024 | Sep 26, 2024 (58 d) |
| Furqan Hassan | MML Investors Services, LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 30, 2024 | Jul 22, 2024 |
| Lendia Shanee Draines | Wells Fargo Advisors wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 25, 2024 | Jul 24, 2024 |
| Preston Franc Grundy | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 25, 2024 | Aug 7, 2024 |
| Paul W Casey | Morgan Stanley wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 15, 2024 | Aug 6, 2024 |
| Gary Grigorian | J.P. Morgan Securities LLC wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 13, 2024 | Jan 8, 2025 (179 d) |
| Laura Liu Yick | J.P. Morgan Securities LLC wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 13, 2024 | Feb 26, 2025 (228 d) |
| Daniel Faris | MML Investors Services, LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 11, 2024 | Jul 2, 2024 |
| William Daniel Bohney | Raymond James Financial Services Advisors, Inc BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 8, 2024 | Jul 18, 2024 |
| Michael Yacoub | Td Private Client Wealth LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 5, 2024 | Jul 24, 2024 |
| George R. Bello | Key Investment Services LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2024 | Jul 3, 2024 |
| Pablo Andres Torrico Alvarez | LPL Financial LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 20, 2024 | Jun 20, 2024 |
| Krista Deann Wittmaack | Frost Investment Services BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 17, 2024 | Jul 1, 2024 |
| Meghan Howland Forrester | Raymond James Financial Services Advisors, Inc BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 7, 2024 | May 28, 2024 |
| Ahmed Iqbal | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 7, 2024 | Jun 11, 2024 |
| Ping Lin | Charles Schwab & Co., Inc. national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 4, 2024 | Jun 3, 2024 |
| Brian P Nagle | J.P. Morgan Securities LLC wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 1, 2024 | May 31, 2024 |
| Emily A Fluke | J.P. Morgan Securities LLC wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 1, 2024 | May 31, 2024 |
| Zachary Noke | J.P. Morgan Securities LLC wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 1, 2024 | May 31, 2024 |
| Grayham Michael Lohrey | J.P. Morgan Securities LLC wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 1, 2024 | May 31, 2024 |
| Shalini Guglani | J.P. Morgan Securities LLC wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 31, 2024 | Jun 4, 2024 |
| C Risque Michael Downes | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 29, 2024 | Aug 2, 2024 (65 d) |
| Sam Hsiao | J.P. Morgan Securities LLC wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 29, 2024 | Jun 5, 2024 |
| Aimee Flatley | Key Investment Services LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 29, 2024 | May 31, 2024 |
| Paul Silva | Santander Securities BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 28, 2024 | Jun 25, 2024 |
| Luisa Salazar | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 28, 2024 | May 22, 2024 |
| Jack Ryan Kastenschmidt | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 28, 2024 | Oct 24, 2024 (149 d) |
| Kang Lee | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 15, 2024 | Jun 4, 2024 |
| Teagan Haddad | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 15, 2024 | Apr 30, 2024 |
| Prakash Madhu Shetty | Citigroup Global Markets Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 14, 2024 | May 28, 2024 |
| Megan Amber Swanson | Fidelity Personal And Workplace Advisors BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 14, 2024 | Jul 10, 2024 (57 d) |
| Bailey Lucier | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 14, 2024 | May 13, 2024 |
| Jamel Parks | Fifth Third Securities, Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 13, 2024 | May 6, 2024 |
| Prescilla Ting-Murphy | Santander Securities BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 13, 2024 | Oct 21, 2024 (161 d) |
| Kadeem Rogier Wright | Fidelity Personal And Workplace Advisors BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 9, 2024 | Jun 27, 2024 (49 d) |
| Inga Bekareva | Citigroup Global Markets Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 8, 2024 | Apr 22, 2024 |
| Harriet C Dower | J.P. Morgan Securities LLC wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 7, 2024 | Apr 19, 2024 |
| Mitchell Weitz | J.P. Morgan Securities LLC wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 7, 2024 | Apr 19, 2024 |
| Freidy Mariano | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 6, 2024 | Oct 3, 2024 (150 d) |
| Edward E Carlson | LPL Financial LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 3, 2024 | May 20, 2024 |
1,348 moves match.