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 |
|---|---|---|---|---|---|
| Nicholas David Wolanski | Florida Financial Advisors, LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 12, 2022 | Sep 8, 2022 |
| Darren Johns | Cetera Investment Advisers LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 9, 2022 | Sep 13, 2022 (35 d) |
| Jesse James Pantano | Citizens Private Wealth independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 2, 2022 | Apr 26, 2022 |
| Gary Martin Schindler | Huntington Financial Advisors BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 29, 2022 | Aug 4, 2022 |
| Richard A Fertig | Pruco Securities, LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 27, 2022 | Jul 27, 2022 |
| Santo Blumke | Fifth Third Securities, Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 25, 2022 | Aug 11, 2022 |
| Martin Dedvukaj | Spc BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 25, 2022 | Aug 30, 2022 (36 d) |
| Zachary Ryan Dorste | Key Investment Services LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 25, 2022 | Aug 3, 2022 |
| Walter Winston Lother | LPL Financial LLC independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 20, 2022 | Jul 11, 2022 |
| Devindra Narine | Td Private Client Wealth LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 20, 2022 | May 25, 2026 (1405 d) |
| Jason Michael Abbamonte | New Millennium Group independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 18, 2022 | Jul 27, 2022 |
| Cole S Fuller | Charles Schwab & Co., Inc. national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 18, 2022 | Jul 7, 2022 |
| Rafael A. Svelti | Citizens Private Wealth independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 13, 2022 | Sep 8, 2021 |
| Francisco Hernan Munoz Figueroa | Citizens Private Wealth independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 11, 2022 | Mar 8, 2022 |
| Thomas Jason Worsley | J.P. Morgan Securities LLC wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 7, 2022 | Nov 10, 2022 (126 d) |
| Melissa Jane Howard | Santander Securities BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 7, 2022 | Sep 21, 2022 (76 d) |
| David K. Herrington | J.P. Morgan Securities LLC wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 6, 2022 | Oct 13, 2022 (99 d) |
| Louis C Benton | Key Investment Services LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 1, 2022 | Jul 18, 2022 |
| Naseema Sharif | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 1, 2022 | Jul 18, 2022 |
| Daniel Fitzmaurice | Santander Securities BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 30, 2022 | Jul 12, 2022 |
| Ryan Scott Thompson | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 30, 2022 | Jul 7, 2022 |
| Mariya Dmytryk | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 30, 2022 | Jul 11, 2022 |
| William Charles Dahm | RBC Capital Markets, LLC national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 28, 2022 | Jun 28, 2022 |
| Jonathan Todd Habib | Commonwealth Financial Network national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 21, 2022 | Jan 20, 2023 (213 d) |
| Sam J Lacaria | Cetera Investment Advisers LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 16, 2022 | Aug 30, 2022 (75 d) |
| Kimberly Kathleen Elliott | Wells Fargo Advisors wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 15, 2022 | Jun 17, 2022 |
| Antonio Lisi | Sentinel Pension Advisors, LLC. institutional | Citizens Securities, Inc. BD affiliated | Other | Jun 10, 2022 | Sep 9, 2022 (91 d) |
| Kevin Amir Jones | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 9, 2022 | Dec 12, 2022 (186 d) |
| Andrew Martelly | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 9, 2022 | Jun 16, 2022 |
| Patrick Devlin | Mycio Wealth Partners, LLC independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 8, 2022 | Jun 16, 2022 |
| Charles Calogero Locicero | Ernst & Young Investment Advisers Llp no RAUM | Citizens Securities, Inc. BD affiliated | Other | Jun 7, 2022 | Jun 22, 2022 |
| Christopher Gilbert Sanchez | Carrington Advisors, LLC state registered | Citizens Securities, Inc. BD affiliated | Other | Jun 7, 2022 | Jul 19, 2022 (42 d) |
| Wayne Todd Jones | Citizens Private Wealth independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 3, 2022 | Aug 16, 2021 |
| Mathew Jason Demikat | LPL Financial LLC independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 3, 2022 | Jan 31, 2023 (242 d) |
| Thomas Chiswick | Equitable Advisors, LLC national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 3, 2022 | Jul 14, 2022 (41 d) |
| Jimmy To | Td Private Client Wealth LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 27, 2022 | Jul 7, 2022 (41 d) |
| Jason Anthony Licata | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 22, 2022 | May 24, 2022 |
| Ryan M. Casci | MML Investors Services, LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 19, 2022 | May 20, 2022 |
| Jeanine Marie Buceti | Advice And Planning Services BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 12, 2022 | Jun 1, 2022 |
| Adam E. Chera | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 11, 2022 | May 10, 2022 |
| Eliud Parada | Santander Securities BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 5, 2022 | May 17, 2022 |
| Terrence Mcmanus | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 4, 2022 | May 23, 2022 |
| Philip Warner | J.P. Morgan Securities LLC wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 26, 2022 | Jan 6, 2023 (255 d) |
| Gledia A Nasrah | Citizens Private Wealth independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 25, 2022 | Aug 31, 2021 |
| David Dougherty | Santander Securities BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 11, 2022 | Apr 4, 2022 |
| William Gerard Jacques | Santander Securities BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 8, 2022 | Jan 3, 2023 (270 d) |
| Richard Louis Trotta | Santander Securities BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 8, 2022 | May 20, 2022 (42 d) |
| Christopher Brian Carr | Advice And Planning Services BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 7, 2022 | Apr 12, 2022 |
| Lawrence Richard Greenberg | Pruco Securities, LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 7, 2022 | Apr 7, 2022 |
| Valdir Pina | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 4, 2022 | Apr 8, 2022 |
| Hadley Remy Joseph | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 30, 2022 | Mar 25, 2022 |
| Katy Demarco Biddle | Capital Analysts BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 28, 2022 | Apr 25, 2022 |
| David James Homa | Janney Montgomery Scott LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 24, 2022 | Apr 4, 2022 |
| Jeffrey Bernard Rand | Cuso Financial Services, L.P. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 24, 2022 | Apr 11, 2022 |
| Junehee Woo | E*Trade Capital Management, LLC independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 21, 2022 | Sep 27, 2022 (190 d) |
| Lara Elizabeth Ferguson | Davinci Financial Designs independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 17, 2022 | Mar 4, 2022 |
| Heather Suzanne Furdyna | Citizens Private Wealth independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 14, 2022 | Aug 23, 2021 |
| Mirna Succari | Citizens Private Wealth independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 14, 2022 | Mar 8, 2022 |
| Briar Kaye Golden | MML Investors Services, LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 11, 2022 | Jul 20, 2023 (496 d) |
| Paul Linn | Pnc Wealth Management BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 11, 2022 | Jun 6, 2022 (87 d) |
1,348 moves match.