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Daniel Grijalva

Citizens Securities, Inc.

Tarrytown, NY

Syracuse, NY

Citizens Private Wealth

Tarrytown, NY

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Current Employers
Citizens Securities, Inc.

One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-07-01
AZ RA APPROVED 2025-07-08
FL RA APPROVED 2025-07-07
OH RA APPROVED 2025-07-07
CA RA APPROVED 2025-07-02
CO RA APPROVED 2025-07-02
CT RA APPROVED 2025-07-02
GA RA APPROVED 2025-07-02
ME RA APPROVED 2025-07-02
MI RA APPROVED 2025-07-02
NH RA APPROVED 2025-07-02
NJ RA APPROVED 2025-07-02
NC RA APPROVED 2025-07-02
PA RA APPROVED 2025-07-02
RI RA APPROVED 2025-07-02
SC RA APPROVED 2025-07-02
NY RA APPROVED 2025-02-03
  • MD RA
    APPROVED
    Since 2026-07-01
  • AZ RA
    APPROVED
    Since 2025-07-08
  • FL RA
    APPROVED
    Since 2025-07-07
  • OH RA
    APPROVED
    Since 2025-07-07
  • CA RA
    APPROVED
    Since 2025-07-02
  • CO RA
    APPROVED
    Since 2025-07-02
  • CT RA
    APPROVED
    Since 2025-07-02
  • GA RA
    APPROVED
    Since 2025-07-02
  • ME RA
    APPROVED
    Since 2025-07-02
  • MI RA
    APPROVED
    Since 2025-07-02
  • NH RA
    APPROVED
    Since 2025-07-02
  • NJ RA
    APPROVED
    Since 2025-07-02
  • NC RA
    APPROVED
    Since 2025-07-02
  • PA RA
    APPROVED
    Since 2025-07-02
  • RI RA
    APPROVED
    Since 2025-07-02
  • SC RA
    APPROVED
    Since 2025-07-02
  • NY RA
    APPROVED
    Since 2025-02-03

Branch Locations

520 White Plains Rd 3Rd Floor, Tarrytown, NY 10591 • United States

One Lincoln Center 110 W Fayette St. Ste 1230, Ms: *Nys100, Syracuse, NY 13202 • United States

Citizens Private Wealth

520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-05-07
TX RA APPROVED 2021-05-07
  • NY RA
    APPROVED
    Since 2021-05-07
  • TX RA
    APPROVED
    Since 2021-05-07

Branch Locations

520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citizens Securities, Inc. Tarrytown NY 01/2025 Present
Citizens Private Wealth Tarrytown NY 07/2003 Present
Citizens Bank Tarrytown NY 01/2025 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-05-02
  • S63 Uniform Securities Agent State Law Examination
    2025-05-02
Designations

View on SEC IAPD

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DISCIPLINE WEALTH SOLUTIONS, INC.

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MARC A MIRABELLA
STEVEN SWISTAK
BRUCE P FOGWELL
James Henry Booth
DEBORAH S BECKER
Douglas Richard Strahle
Dylan Tuttle

Other Offices

PARK AVENUE SECURITIES LLC · TARRYTOWN, NY
FIFTH THIRD WEALTH ADVISORS LLC · Tarrytown, NY
BROWNSON, REHMUS & FOXWORTH, INC. · Tarrytown, NY
CITIZENS PRIVATE WEALTH · TARRYTOWN, NY
THE CAPITAL PRESERVE, INC. · TARRYTOWN, NY
MARTONE CAPITAL MANAGEMENT, INC. · TARRYTOWN, NY
AMERIPRISE FINANCIAL SERVICES, LLC · Tarrytown, NY
DISCIPLINE WEALTH SOLUTIONS, INC. · TARRYTOWN, NY

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