DG
CFP
DG
CFP

Dallis Khane Goodson

11 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
4,509 clients
Average Client Portfolio
$686K average
Assets Under Management
$3.1B

Fee Structure

Minimum Investment:$50K
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Location

One Citizens Way, Ms: Ri322, Johnston, RI, 02919

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Dallis works as a delivery driver for Uber, Lift, Roadie, and Amazon Flex. He also serves as Chair of the Finance Sub-Committee for the RI Trucking Association, dedicating minimal time, and as Treasurer for Community Care Alliance, spending minimal time every other month.

Employment History
Current Registrations
Moors & Cabot, INC
August 2025 - Present · 6 mos
Moors & Cabot, INC.Broker
August 2025 - Present · 6 mos
Previous Registrations
Citizens Securities, INC.
March 2022 - August 2025 · 3 yrs 5 mos
Citizens Securities, INC.Broker
August 2021 - August 2025 · 4 yrs
Citizens Investment Services
August 2021 - November 2021 · 3 mos
Citizens Private Wealth
August 2020 - August 2025 · 5 yrs
Citizens Investment Services
May 2015 - July 2020 · 5 yrs 2 mos
Citizens Securities, INC.Broker
June 2014 - July 2020 · 6 yrs 1 mo
State Registrations7 states
CTFLMANJNYOHRI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.