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 |
|---|---|---|---|---|---|
| Osmar Hernandez | E*Trade Capital Management, LLC independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 21, 2023 | Sep 26, 2023 (36 d) |
| Elizabeth Rose Rogers | Fidelity Personal And Workplace Advisors BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 17, 2023 | Sep 1, 2023 |
| Steven Jumper | Ameriprise Financial Services, LLC national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 10, 2023 | Aug 28, 2023 |
| Travis Matthew Walls | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 3, 2023 | Aug 21, 2023 |
| Jasmine Laurel Britton | J.P. Morgan Securities LLC wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 2, 2023 | Aug 3, 2023 |
| Joseph Lagner | Santander Securities BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 1, 2023 | Aug 29, 2023 |
| Samia Tony Elias | Fidelity Personal And Workplace Advisors BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 28, 2023 | Nov 16, 2023 (111 d) |
| Brian P Cline | Tlg Advisors, Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 24, 2023 | Jul 12, 2023 |
| Ian Franks | J.P. Morgan Securities LLC wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 22, 2023 | Jul 28, 2023 |
| Anthony Schifano | Cetera Investment Advisers LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 12, 2023 | Jul 28, 2023 |
| Michael Trotter | Klr Investment Advisors, LLC independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 12, 2023 | Jul 13, 2023 |
| Preston Christian | Woodbury Financial Services, Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 10, 2023 | Jul 6, 2023 |
| Leena Srinivas | Santander Securities BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 6, 2023 | Jul 11, 2023 |
| Brian Dennis Darling | Equitable Advisors, LLC national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 29, 2023 | Aug 16, 2023 (48 d) |
| Eric Mitchell | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 26, 2023 | Jul 12, 2023 |
| Jeanmarie Macari Labonte | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 16, 2023 | May 13, 2026 (1062 d) |
| William Evarts Benjamin | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 16, 2023 | Jun 29, 2023 |
| Thomas Charles Vorio | Park Avenue Securities LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 16, 2023 | Jun 23, 2023 |
| Valentino Hernandez | Pruco Securities, LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 13, 2023 | Jun 9, 2023 |
| David Carlor | Northwestern Mutual Investment Services,LLC no RAUM | Citizens Securities, Inc. BD affiliated | Other | Jun 12, 2023 | Jun 6, 2023 |
| Daniel James Estes | Pruco Securities, LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 12, 2023 | Jun 1, 2023 |
| Mariam Shehata-Mikhail | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 9, 2023 | Mar 20, 2024 (285 d) |
| Majda Suhail | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 5, 2023 | Jun 7, 2023 |
| Collin James Ahearn | Fidelity Personal And Workplace Advisors BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 30, 2023 | Jun 24, 2024 (391 d) |
| Jackson Daniel Tarr | MML Investors Services, LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 24, 2023 | May 30, 2023 |
| Afya Gabriel | Equitable Advisors, LLC national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 4, 2023 | Nov 5, 2024 (551 d) |
| Jeffrey Peter Withington | Advice And Planning Services BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 3, 2023 | Jun 7, 2023 (35 d) |
| Joseph John Baganski | Santander Securities BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 3, 2023 | May 4, 2023 |
| Ma Nang Lar | Citigroup Global Markets Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 1, 2023 | May 8, 2023 |
| Husein Nazim Valiyani | Citigroup Global Markets Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 1, 2023 | Jul 6, 2023 (66 d) |
| Daniel Solis | Citigroup Global Markets Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 1, 2023 | May 2, 2023 |
| Mohammad Sheroz Arien | Citigroup Global Markets Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 1, 2023 | Aug 28, 2023 (119 d) |
| Kevin Francis Crook | Raymond James & Associates, Inc. national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 28, 2023 | May 9, 2023 |
| Atif Maqsoodul Haq | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 28, 2023 | May 1, 2023 |
| Vincent Thornton | J.P. Morgan Securities LLC wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 26, 2023 | Apr 24, 2023 |
| Timothy Matthew Bloomer | Equitable Advisors, LLC national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 21, 2023 | Aug 21, 2023 (122 d) |
| Sean W Schooley | Allstate Financial Advisors, LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 19, 2023 | May 10, 2023 |
| Joel Boissiere | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 13, 2023 | Apr 25, 2023 |
| Rodger A Jordan | Transamerica Financial Advisors, LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 12, 2023 | May 10, 2023 |
| Patrick George Heller | LPL Financial LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 28, 2023 | Apr 12, 2023 |
| Scott Pollack | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 28, 2023 | Mar 23, 2023 |
| Brian T Sullivan | Santander Securities BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 27, 2023 | Mar 30, 2023 |
| Jacob Hurley | Mcadam LLC independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 27, 2023 | Aug 23, 2024 (515 d) |
| Josh Bordis | Ameriprise Financial Services, LLC national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 21, 2023 | Mar 29, 2023 |
| Justin Owens | Thrivent Investment Management Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 20, 2023 | Apr 7, 2023 |
| Rebecca L Bear | Td Private Client Wealth LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 13, 2023 | Mar 15, 2023 |
| Aaron Lee Harrison | Ameriprise Financial Services, LLC national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 8, 2023 | Mar 15, 2023 |
| Michael Santos | Ameriprise Financial Services, LLC national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 8, 2023 | Jun 22, 2023 (106 d) |
| Sean William Jago | Edward Jones national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 6, 2023 | Jun 6, 2023 (92 d) |
| David Lee Hudson | Advice And Planning Services BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 3, 2023 | Mar 27, 2023 |
| Donald Davis Haines | LPL Financial LLC independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 3, 2023 | Feb 28, 2023 |
| Brett Donald Melton | Fidelity Personal And Workplace Advisors BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 27, 2023 | Feb 1, 2024 (339 d) |
| Krzysztof Jozef Przywara | J.P. Morgan Securities LLC wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 18, 2023 | Feb 27, 2023 |
| Kevin Michael Carr | Wells Fargo Advisors wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 16, 2023 | Feb 27, 2023 |
| Christopher Leo Derouin | Morgan Stanley wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 16, 2023 | Jan 27, 2023 |
| Sean Joseph Obrien | LPL Financial LLC independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 13, 2023 | Jan 19, 2023 |
| Abraham Joseph Strum | Pruco Securities, LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 9, 2023 | Feb 6, 2023 |
| Michael H Beaulieu | Global Portfolio Strategies, Inc. other | Citizens Securities, Inc. BD affiliated | Other | Jan 31, 2023 | Sep 19, 2024 (597 d) |
| John Edward Kariss | W&S Brokerage Services, Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 30, 2023 | Jan 25, 2023 |
| Nathan Robert Falso | Wells Fargo Advisors wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 26, 2023 | Jan 30, 2023 |
1,348 moves match.