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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

Jason Thomas Cyza

Advisor at SVB WEALTH

Omaha, NE | Monroeville, PA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Mar 20, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SVB WEALTH
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 18, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 2
Registered states: 1
Exams: S66
First exam: Mar 18, 2008
First registration: Mar 20, 2008
Dual registered: yes, broker-dealer
IAPD individual key: 4903293

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SVB WEALTH	Independent wealth	Jul 14, 2025	n/a	yes	Omaha, NE	Current employment
FIRST CITIZENS INVESTOR SERVICES, INC.	Bd affiliated wealth	Nov 1, 2023	n/a	yes	Omaha, NE\|Monroeville, PA	Current employment
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Former SEC adviser	Jan 27, 2020	Aug 24, 2023	no	OMAHA, NE	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	Feb 21, 2019	Jan 15, 2020	no	OMAHA, NE	Previous registration
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Former SEC adviser	Sep 9, 2015	Aug 8, 2018	no	OMAHA, NE	Previous registration
MUTUAL OF OMAHA INVESTOR SERVICES, INC.	Independent wealth	Jun 24, 2013	Sep 2, 2015	no	OMAHA, NE\|HOOVER, AL	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Jan 2, 2009	Mar 18, 2013	no	LA VISTA, NE	Previous registration
QA3 FINANCIAL LLC	n/a	Mar 20, 2008	Dec 26, 2008	no	OMAHA, NE	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	FIRST CITIZENS INVESTOR SERVICES, INC.	Aug 24, 2023	Nov 1, 2023	69	Firm change	Ibd to ibd
PRUCO SECURITIES, LLC	BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Jan 15, 2020	Jan 27, 2020	12	Firm change	Ibd to ibd
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	PRUCO SECURITIES, LLC	Aug 8, 2018	Feb 21, 2019	197	Firm change	Ibd to ibd
MUTUAL OF OMAHA INVESTOR SERVICES, INC.	BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Sep 2, 2015	Sep 9, 2015	7	Firm change	Other
SECURITIES AMERICA ADVISORS, INC.	MUTUAL OF OMAHA INVESTOR SERVICES, INC.	Mar 18, 2013	Jun 24, 2013	98	Firm change	Other
QA3 FINANCIAL LLC	SECURITIES AMERICA ADVISORS, INC.	Dec 26, 2008	Jan 2, 2009	7	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
29357:44430:NE:2023-08-24	Aug 24, 2023	Nov 1, 2023	OMAHA, NE	Firm change

Relationships

Registered with (7)

→ SVB WEALTHRegistered adviserregistration: current employment
Jul 14, 2025 to presentfactForm ADV
→ FIRST CITIZENS INVESTOR SERVICES, INC.Registered adviserregistration: current employment
Nov 1, 2023 to presentfactForm ADV
→ BANCWEST INVESTMENT SERVICES, INC. (BWIS)Registered adviserregistration: previous registration
Jan 27, 2020 to Aug 24, 2023factForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Feb 21, 2019 to Jan 15, 2020factForm ADV
→ MUTUAL OF OMAHA INVESTOR SERVICES, INC.Registered adviserregistration: previous registration
Jun 24, 2013 to Sep 2, 2015factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Jan 2, 2009 to Mar 18, 2013factForm ADV
→ QA3 FINANCIAL LLCRegistered adviserregistration: previous registration
Mar 20, 2008 to Dec 26, 2008factForm ADV

Dated events

Occurred
Aug 24, 2023
Advisor changed firm
Jason Thomas Cyza left Bancwest Investment Services, Inc. (Bwis) for First Citizens Investor Services, Inc. (registered 2023-11-01)
Form ADVobserved 4 days ago