DFX 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 |
|---|---|---|---|---|---|
| Jeffrey Alan Sutton | Citigroup Global Markets Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 29, 2024 | Nov 27, 2024 (212 d) |
| Dexter Francis De La Rosa | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 26, 2024 | Apr 18, 2024 |
| Michael O Solis | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 25, 2024 | Jun 24, 2024 (60 d) |
| Richard I Gordon | J.P. Morgan Securities LLC wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 20, 2024 | Apr 19, 2024 |
| Andrew E Curto | J.P. Morgan Securities LLC wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 20, 2024 | Apr 19, 2024 |
| Margaret Louise Mayes Mcgonigle | J.P. Morgan Securities LLC wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 20, 2024 | Apr 19, 2024 |
| Derek Engen | J.P. Morgan Securities LLC wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 20, 2024 | Apr 19, 2024 |
| Clement Farias | J.P. Morgan Securities LLC wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 20, 2024 | Apr 19, 2024 |
| William Dinneny | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 19, 2024 | Jun 4, 2024 (46 d) |
| Martin Gumowski | Morgan Stanley wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 11, 2024 | Jun 18, 2024 (68 d) |
| Daniel Thomas Henneghan | Modern Wealth Management, LLC independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 9, 2024 | Mar 20, 2024 |
| Robert Carl Orbin | Cetera Investment Advisers LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 5, 2024 | Jun 20, 2024 (76 d) |
| Rawad Kassem | Santander Securities BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 25, 2024 | Mar 25, 2024 |
| Knitwanza Drayton | Charles Schwab & Co., Inc. national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 22, 2024 | Feb 13, 2025 (328 d) |
| Adam Graydon Buckholz | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 19, 2024 | Mar 15, 2024 |
| Jason A. Hoffman | LPL Financial LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 8, 2024 | Mar 5, 2024 |
| Joshua Ivan Rodriguez | Citigroup Global Markets Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 6, 2024 | Mar 13, 2024 |
| Caitlin Marie Zinno | Raymond James & Associates, Inc. national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 5, 2024 | Mar 5, 2024 |
| Robbie Lynne Williams | Wells Fargo Advisors wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 28, 2024 | Mar 6, 2024 |
| Melinda Cramer | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 20, 2024 | Feb 28, 2024 |
| Maximilian Alsarraf | Osaic Institutions, Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 14, 2024 | Mar 1, 2024 |
| Steven Potwin | Northwestern Mutual Investment Services,LLC no RAUM | Citizens Securities, Inc. BD affiliated | Other | Feb 9, 2024 | Mar 21, 2024 (41 d) |
| Roshanna Richardson | Td Private Client Wealth LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 9, 2024 | Feb 6, 2024 |
| Lucas Zane Dittenhofer | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 5, 2024 | Oct 22, 2024 (260 d) |
| Charles Xavier Morlock | Charles Schwab & Co., Inc. national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 29, 2024 | Feb 5, 2024 |
| Ryan Donovan | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 25, 2024 | Dec 9, 2024 (319 d) |
| Michael Cherny | J.P. Morgan Securities LLC wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 24, 2024 | Feb 2, 2024 |
| Megan Elizabeth Robbins | Key Investment Services LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 24, 2024 | Jan 23, 2024 |
| Ricardo Reyes | MML Investors Services, LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 3, 2024 | Jan 9, 2024 |
| Christopher Robert Scarlata | Vanguard Advisers, Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2023 | Jan 4, 2024 |
| Fabiana Coelho | Premia Global Advisors, LLC independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Dec 18, 2023 | Feb 1, 2024 (45 d) |
| Minh Lu | Advice And Planning Services BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 13, 2023 | Sep 5, 2025 (632 d) |
| Thomas Benjamin Metzger | J.P. Morgan Securities LLC wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 10, 2023 | Jan 10, 2024 (31 d) |
| Brian Clark Wilber | Raymond James Financial Services Advisors, Inc BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 29, 2023 | Dec 7, 2023 |
| Francisco Zapata-Fernandez | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 13, 2023 | Nov 14, 2023 |
| Thiago Ribeiro | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 9, 2023 | Nov 8, 2023 |
| Hanlet Jhoel Soriano | Fidelity Personal And Workplace Advisors BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 8, 2023 | Nov 7, 2023 |
| Adam B Gorlyn | RBC Rochdale, LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 3, 2023 | Dec 19, 2024 (412 d) |
| Sylvia Kombouras | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 19, 2023 | Oct 25, 2023 |
| Dylan A Souter | Santander Securities BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 13, 2023 | Oct 12, 2023 |
| Thomas Andrew Pekkarinen | Td Private Client Wealth LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 13, 2023 | Oct 16, 2023 |
| Lance Fairbanks Hallam | Advice And Planning Services BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 6, 2023 | Apr 5, 2024 (182 d) |
| Rosemary Alison Sobrinski | Florida Financial Advisors, LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 6, 2023 | Nov 6, 2023 (31 d) |
| Hafez Emanian | J.P. Morgan Securities LLC wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 23, 2023 | Oct 3, 2023 |
| Danny M Benedetti | Cadaret Grant & Co Inc BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 21, 2023 | Feb 28, 2025 (526 d) |
| Mary Carmella Neary | Wells Fargo Advisors wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 19, 2023 | Sep 21, 2023 |
| James Bolan | J.P. Morgan Securities LLC wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 15, 2023 | Sep 21, 2023 |
| Rafael A Cruz | Santander Securities BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 11, 2023 | Sep 21, 2023 |
| Anthony Michael Coiro | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 6, 2023 | Sep 28, 2023 |
| Daniel L Linnehan | Fidelity Personal And Workplace Advisors BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 5, 2023 | Sep 11, 2023 |
| James Samuel Fisher | Santander Securities BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 5, 2023 | Oct 4, 2023 |
| Linda Sue Bove | Pnc Wealth Management BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 1, 2023 | Aug 30, 2023 |
| Mark G Curley | Esi Financial Advisors independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 31, 2023 | Sep 8, 2023 |
| Michael David Wilson | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 29, 2023 | Sep 6, 2023 |
| Bernard Kankam Mensah | Pruco Securities, LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 29, 2023 | Sep 6, 2023 |
| Angelica Faye Andreotti | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 29, 2023 | Jan 30, 2024 (154 d) |
| Dominique A Johnson | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 29, 2023 | Sep 6, 2023 |
| Brian Matthew Fairchild | Wells Fargo Advisors wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 24, 2023 | Aug 25, 2023 |
| Christopher L Chakkalapadavil | Truist Advisory Services, Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 22, 2023 | Sep 11, 2023 |
| Victor E. Salanovsky | E*Trade Capital Management, LLC independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 21, 2023 | Dec 1, 2023 (102 d) |
1,348 moves match.