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 |
|---|---|---|---|---|---|
| Justin M Binion | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 7, 2022 | Mar 9, 2022 |
| Robert Keith Pinelli | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 2, 2022 | Mar 11, 2022 |
| Jonas Cole Killeen | Empower Advisory Group, LLC other | Citizens Securities, Inc. BD affiliated | Other | Feb 25, 2022 | Mar 15, 2022 |
| Elvi R Feliz Laureano | Wells Fargo Advisors wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 25, 2022 | Mar 11, 2022 |
| Daniel D Murphy | Cambridge Investment Research Advisors, Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 23, 2022 | Feb 17, 2022 |
| Eng Y Lian | Hsbc Securities (USA) Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 22, 2022 | May 11, 2022 (78 d) |
| Kamal Malhotra | Hsbc Securities (USA) Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 22, 2022 | Feb 22, 2022 |
| Ashmi L Dave | Hsbc Securities (USA) Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 22, 2022 | Feb 22, 2022 |
| Michael Pinho | Hsbc Securities (USA) Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 18, 2022 | Mar 7, 2022 |
| Seth Berkowitz | Hsbc Securities (USA) Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 18, 2022 | Mar 7, 2022 |
| Fang-Yu Lin | Hsbc Securities (USA) Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 18, 2022 | Feb 25, 2022 |
| Syed Taz Uddin Ahmed | Hsbc Securities (USA) Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 18, 2022 | Mar 7, 2022 |
| Martha Murphy Lord | Seia independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 16, 2022 | Jan 18, 2022 |
| Kyle Langevin | Commonwealth Financial Network national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 15, 2022 | Sep 7, 2022 (204 d) |
| Matoumona Allen Kinzonzi | Citigroup Global Markets Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 11, 2022 | May 5, 2022 (83 d) |
| Keith Motusesky | American Portfolios Advisors, Inc independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jan 31, 2022 | Sep 27, 2022 (239 d) |
| Hetal Lilish Saki | Mariner BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 31, 2022 | Jan 28, 2022 |
| Christopher Walter Eble | Pruco Securities, LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 20, 2022 | Jan 20, 2022 |
| Jeffrey Unger | Santander Securities BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 3, 2022 | Jan 7, 2022 |
| Darci Cloutier-Ham | Cambridge Investment Research Advisors, Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 21, 2021 | Dec 21, 2021 |
| Brian Robert Hillsberg | Cordasco Financial Network, Inc. independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Dec 15, 2021 | May 8, 2023 (509 d) |
| Matthew Powers | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 6, 2021 | Dec 14, 2021 |
| Justin Phillip Brahim | Wealth Enhancement Advisory Services, LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 30, 2021 | Nov 30, 2021 |
| John Joseph Fitzgerald | Citizens Private Wealth independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 29, 2021 | Aug 20, 2021 |
| Cari Lamontagne | Fidelity Personal And Workplace Advisors BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 18, 2021 | Dec 2, 2021 |
| Matthew Stephen Cameron | Capital Client Group, Inc. no RAUM | Citizens Securities, Inc. BD affiliated | Other | Nov 18, 2021 | Nov 18, 2021 |
| Caitlin Marie Zinno | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 16, 2021 | Nov 18, 2021 |
| David Carrara | Equitable Advisors, LLC national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 10, 2021 | Nov 18, 2021 |
| Steve S Fernandes | Columbia Management Investment Advisers, LLC asset manager | Citizens Securities, Inc. BD affiliated | Other | Oct 8, 2021 | Jan 6, 2022 (90 d) |
| Joshua Chase Ryan | Columbia Management Investment Advisers, LLC asset manager | Citizens Securities, Inc. BD affiliated | Other | Oct 7, 2021 | Jan 19, 2023 (469 d) |
| Nicholas Henry Banks | Fidelity Personal And Workplace Advisors BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 6, 2021 | May 23, 2022 (229 d) |
| Eric Sykes Hill | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 23, 2021 | Sep 10, 2021 |
| Thomas Blue | Mcadam LLC independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Sep 20, 2021 | Sep 22, 2021 |
| Kelly S. Chavez-Laprade | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 10, 2021 | Sep 30, 2021 |
| Jonathan Jed Meyers | Allstate Financial Advisors, LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 8, 2021 | Sep 29, 2021 |
| Charmaine Nytasha Linnea Davis | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 7, 2021 | Sep 20, 2021 |
| Michael Sabra | Northwestern Mutual Investment Services,LLC no RAUM | Citizens Securities, Inc. BD affiliated | Other | Aug 24, 2021 | Sep 14, 2021 |
| Ruhan Inanoglu | Raymond James Financial Services Advisors, Inc BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 13, 2021 | Dec 9, 2021 (118 d) |
| Michael Barrett | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 2, 2021 | Aug 12, 2021 |
| Scott D Pritchard | Brookstone Capital Management LLC independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 29, 2021 | Aug 9, 2021 |
| Christopher Stephen Callaway | Charles Schwab & Co., Inc. national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 26, 2021 | Jul 26, 2021 |
| Kurt Ro | Thrivent Investment Management Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 23, 2021 | Sep 9, 2021 (48 d) |
| Louis Jude Delorenzo | Schwab Wealth Advisory, Inc. no RAUM | Citizens Securities, Inc. BD affiliated | Other | Jul 17, 2021 | Jul 20, 2021 |
| Tyler Marriott-Wells | Edward Jones national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 12, 2021 | Jul 28, 2021 |
| Amy Gordon | Fidelity Personal And Workplace Advisors BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 9, 2021 | Sep 29, 2021 (82 d) |
| Waris Christopher Rahemtulla | Fidelity Personal And Workplace Advisors BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 1, 2021 | Oct 15, 2021 (106 d) |
| John Grant Griffith | Fidelity Personal And Workplace Advisors BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 29, 2021 | Jul 2, 2021 |
| Cara Marie Hayes | J.P. Morgan Securities LLC wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 15, 2021 | Jun 18, 2021 |
| Stacy L Colonna | Pruco Securities, LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 11, 2021 | May 17, 2021 |
| Joshua Thomas Haapanen | Fidelity Personal And Workplace Advisors BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 9, 2021 | Nov 18, 2021 (162 d) |
| Brandon Stewart | Mcadam LLC independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 3, 2021 | Oct 7, 2021 (126 d) |
| Frederick Hepfer | M&T Securities, Inc. unclassified | Citizens Securities, Inc. BD affiliated | Other | May 28, 2021 | May 24, 2021 |
| Michael Anthony Kiernan | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 25, 2021 | Jun 14, 2021 |
| Austen Derek Horn | Verity Asset Management independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | May 20, 2021 | May 3, 2021 |
| Carlos Garcia | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 20, 2021 | May 17, 2021 |
| Stephen J Rohm | Pnc Wealth Management BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 18, 2021 | May 24, 2021 |
| Patrick Stephen Mullen | Cetera Investment Advisers LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 17, 2021 | May 13, 2021 |
| Kevin A Miller | Valic Financial Advisors, Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 7, 2021 | Apr 28, 2021 |
| Joseph Alexander Gifford | Charles Schwab & Co., Inc. national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 6, 2021 | Apr 27, 2021 |
| Alan David Jacobson | Pruco Securities, LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 29, 2021 | Apr 30, 2021 |
1,348 moves match.