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 |
|---|---|---|---|---|---|
| Colin S Kirkpatrick | Fidelity Personal And Workplace Advisors BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 24, 2023 | Feb 8, 2023 |
| Michael Timothy Welsh | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 18, 2023 | Jan 26, 2023 |
| Obed Michael Daphnis | Pruco Securities, LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 12, 2023 | Jan 19, 2023 |
| Daniel Joseph Plis | Pnc Wealth Management BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 3, 2023 | Oct 26, 2023 (296 d) |
| Andrew James Mason | Charles Schwab & Co., Inc. national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2022 | Jan 3, 2023 |
| Alexander Bezugly | LPL Financial LLC independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Dec 13, 2022 | Dec 6, 2022 |
| Edward Anthony Kamradt | Vanguard Advisers, Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 9, 2022 | Dec 8, 2022 |
| Sherise Lanay Steele | LPL Financial LLC independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Dec 8, 2022 | Nov 30, 2022 |
| Lauren M Hartigan | Raymond James & Associates, Inc. national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 8, 2022 | Dec 7, 2022 |
| Joseph Salehi | J.P. Morgan Securities LLC wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 7, 2022 | Dec 16, 2022 |
| Puneet Pal Singh | J.P. Morgan Securities LLC wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 4, 2022 | Dec 6, 2022 |
| James Francis Viceconte | Foliobeyond, LLC asset manager | Citizens Securities, Inc. BD affiliated | Other | Nov 29, 2022 | Sep 28, 2022 |
| John Gross | LPL Financial LLC independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 25, 2022 | Nov 27, 2022 |
| Juan Nicolas Espinosa | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 23, 2022 | Dec 7, 2022 |
| Roy Yehuda | Park Avenue Securities LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 15, 2022 | Jan 30, 2023 (76 d) |
| Steven Viet Dinh | Wells Fargo Advisors wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 10, 2022 | Nov 21, 2022 |
| Joseph E Sinchi | Citigroup Global Markets Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 4, 2022 | Nov 14, 2022 |
| Matt Donovan | Thrivent Investment Management Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 3, 2022 | Nov 3, 2022 |
| Mohammed Zubairu | Hoopoe Advisors independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 1, 2022 | Nov 14, 2022 |
| Qazi A Halim | J.P. Morgan Securities LLC wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 1, 2022 | Oct 31, 2022 |
| Inas Alawam | Charles Schwab & Co., Inc. national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 17, 2022 | Sep 20, 2022 |
| Chad Froust | J.P. Morgan Securities LLC wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 11, 2022 | Oct 18, 2022 |
| Jason J Vaglio | LPL Financial LLC independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Oct 10, 2022 | Sep 28, 2022 |
| Visonja Andrianopoulos | Citizens Private Wealth independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Oct 6, 2022 | Sep 7, 2021 |
| Alexander Stewart Dobbs | Pruco Securities, LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 30, 2022 | Nov 17, 2022 (48 d) |
| Joseph Russel Feeney | Equitable Advisors, LLC national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 26, 2022 | Sep 27, 2022 |
| Jeffrey Paul Little | MML Investors Services, LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 23, 2022 | Sep 20, 2022 |
| Michael Haas | Charles Schwab & Co., Inc. national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 19, 2022 | Sep 29, 2022 |
| Carl Martin Ostergaard | Fidelity Personal And Workplace Advisors BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 17, 2022 | Jan 11, 2023 (116 d) |
| Greg Robert Beacom | Key Investment Services LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 15, 2022 | Sep 13, 2022 |
| Susanna Nicole Nieto | Fidelity Personal And Workplace Advisors BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 13, 2022 | Apr 25, 2023 (224 d) |
| Adam I Khalifa | Cuna Brokerage Services, Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 2, 2022 | Sep 16, 2022 |
| Guglielmo Tullio | Wells Fargo Advisors wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 2, 2022 | Sep 2, 2022 |
| Joseph Patrick Mylotte | Lincoln Investment independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 31, 2022 | Sep 28, 2022 |
| Brandon Lorenz | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 31, 2022 | Nov 7, 2023 (433 d) |
| Jonathan T Dunlea | Fidelity Personal And Workplace Advisors BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 30, 2022 | Oct 4, 2022 (35 d) |
| William Francis Walthouse | St. Germain Investment Management independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 30, 2022 | Oct 19, 2022 (50 d) |
| Justin Jarvis | Stifel, Nicolaus & Company, Incorporated national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 29, 2022 | Aug 23, 2022 |
| Randall Scholl | Osaic Wealth, Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 22, 2022 | Aug 22, 2022 |
| Iesha Nicole Thomas | LPL Financial LLC independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 22, 2022 | Aug 15, 2022 |
| Thomas L Laporta | Cetera Investment Advisers LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 17, 2022 | Aug 17, 2022 |
| Joseph Russello | Cetera Investment Advisers LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 17, 2022 | Aug 17, 2022 |
| Christopher Martino | Cetera Investment Advisers LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 17, 2022 | Aug 17, 2022 |
| Patrick Hugh Burgdorf | Cetera Investment Advisers LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 17, 2022 | Aug 17, 2022 |
| Alexander Russo | Cetera Investment Advisers LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 17, 2022 | Aug 17, 2022 |
| Kambiz Saadat | Cetera Investment Advisers LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 17, 2022 | Aug 17, 2022 |
| William Joseph Murphy | Cetera Investment Advisers LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 17, 2022 | Aug 17, 2022 |
| Jack Anthony Forlenza | Cetera Investment Advisers LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 17, 2022 | Aug 17, 2022 |
| Keith Zuckerberg | Cetera Investment Advisers LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 17, 2022 | Aug 17, 2022 |
| Jean Savino | Cetera Investment Advisers LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 17, 2022 | Aug 17, 2022 |
| Thomas Joseph Polito | Cetera Investment Advisers LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 17, 2022 | Aug 17, 2022 |
| Gregory Anthony Longo | Cetera Investment Advisers LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 17, 2022 | Aug 17, 2022 |
| Joseph Frank Persichetti | Cetera Investment Advisers LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 17, 2022 | Aug 17, 2022 |
| Alfred Heinz Richter | Cetera Investment Advisers LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 17, 2022 | Aug 17, 2022 |
| Urja S Shah | Cetera Investment Advisers LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 17, 2022 | Aug 17, 2022 |
| Duhan Malali | Cetera Investment Advisers LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 17, 2022 | Aug 17, 2022 |
| Andrew W Booth | Cetera Investment Advisers LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 17, 2022 | Aug 17, 2022 |
| Timothy Dornan Moran | Cetera Investment Advisers LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 17, 2022 | Aug 17, 2022 |
| Paul Kuleska | Cetera Investment Advisers LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 17, 2022 | Aug 17, 2022 |
| Nicholas Mann | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 15, 2022 | Aug 22, 2022 |
1,348 moves match.