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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)39 years in industry

DAVID LEE BILITER

Advisor at SVB WEALTH

Raleigh, NC | RALEIGH, NC

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Jan 8, 2004 to Sep 15, 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: Aug 14, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 2
Registered states: 2
Designations: Certified Financial Planner
Exams: S63
First exam: Aug 14, 1987
First registration: Jan 8, 2004
Dual registered: yes, broker-dealer
IAPD individual key: 1690995

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	Jan 11, 2024	n/a	yes	Raleigh, NC	Current employment
FIRST CITIZENS INVESTOR SERVICES, INC.	Bd affiliated wealth	Jan 4, 2021	n/a	yes	RALEIGH, NC	Current employment
ARVEST WEALTH MANAGEMENT	Independent wealth	Oct 4, 2012	Nov 9, 2020	no	LOWELL, AR	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Oct 11, 2011	Aug 23, 2012	no	BIRMINGHAM, AL	Previous registration
UVEST FINANCIAL SERVICES GROUP, INC.	n/a	Jan 11, 2007	Oct 11, 2011	no	PALM HARBOR, FL\|CHARLOTTE, NC\|PALM HARBOR, FL	Previous registration
AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC	n/a	Apr 28, 2004	Aug 30, 2006	no	CLEARWATER, FL	Previous registration
AMSOUTH INVESTMENT SERVICES, INC.	n/a	Jan 8, 2004	Apr 16, 2004	no	ST PETERSBURG BEACH, FL\|PINELLAS PARK, FL\|TARPON SPRINGS, FL\|CLEARWATER, FL\|ST PETRSBURG, FL\|TAMPA, FL\|GULFPORT, FL\|TAMPA, FL\|SEMINOLE, FL\|ST PETERSBURG, FL\|SEMINOLE, FL\|ST PETERSBURG, FL\|LARGO, FL\|ST PETERSBURG, FL\|ST PETERSBURG, FL\|CLEARWATER, FL\|CLEARWATER, FL\|CLEARWATER, FL\|PALM HARBOR, FL\|OLDSMAR, FL\|PORT RICHEY, FL\|HUDSON, FL\|HUDSON, FL\|CLEARWATER, FL\|SAFETY HARBOR, FL\|CLEARWATER, FL\|CLEARWATER, FL\|DUNEDIN, FL\|BELLEAIR BLUFFS, FL\|BROOKSVILLE, FL\|SPRING HILL, FL\|SOUTH PASADENA, FL\|HOLIDAY, FL\|TAMPA, FL\|VALRICO, FL\|PALM HARBOR, FL\|TAMPA, FL\|TAMPA, FL\|BRANDON, FL\|TAMPA, FL\|TAMPA, FL\|LAKELAND, FL\|TAMPA, FL\|TAMPA, FL\|TAMPA, FL\|TAMPA, FL\|TAMPA, FL\|TAMPA, FL\|TAMPA, FL\|ST PETRSBURG, FL\|PLANT CITY, FL\|SPRING HILL, FL\|NEW PORT RICHEY, FL\|LUTZ, FL\|TAMPA, FL\|TRINITY, FL\|WINTER HAVEN, FL\|CLEARWATER, FL\|WINTER HAVEN, FL\|ST PETERSBURG, FL\|VALRICO, FL\|LAKELAND, FL\|LAND O LAKES, FL\|SUN CITY CENTER, FL\|SPRING HILL, FL\|BRANDON, FL\|TAMPA, FL\|LITHIA, FL\|TAMPA, FL\|RIVERVIEW, FL\|TAMPA, FL\|CLEARWATER, FL\|CARROLLWOOD, FL	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
ARVEST WEALTH MANAGEMENT	FIRST CITIZENS INVESTOR SERVICES, INC.	Nov 9, 2020	Jan 4, 2021	56	Firm change	Ibd to ibd
LPL FINANCIAL LLC	ARVEST WEALTH MANAGEMENT	Aug 23, 2012	Oct 4, 2012	42	Firm change	Other
UVEST FINANCIAL SERVICES GROUP, INC.	LPL FINANCIAL LLC	Oct 11, 2011	Oct 11, 2011	0	Bulk transfer	Other
AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC	UVEST FINANCIAL SERVICES GROUP, INC.	Aug 30, 2006	Jan 11, 2007	134	Firm change	Other
AMSOUTH INVESTMENT SERVICES, INC.	AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC	Apr 16, 2004	Apr 28, 2004	12	Firm change	Other

Relationships

Registered with (7)

→ SVB WEALTHRegistered adviserregistration: current employment
Jan 11, 2024 to presentfactForm ADV
→ FIRST CITIZENS INVESTOR SERVICES, INC.Registered adviserregistration: current employment
Jan 4, 2021 to presentfactForm ADV
→ ARVEST WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Oct 4, 2012 to Nov 9, 2020factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Oct 11, 2011 to Aug 23, 2012factForm ADV
→ UVEST FINANCIAL SERVICES GROUP, INC.Registered adviserregistration: previous registration
Jan 11, 2007 to Oct 11, 2011factForm ADV
→ AMSOUTH INVESTMENT MANAGEMENT COMPANY LLCRegistered adviserregistration: previous registration
Apr 28, 2004 to Aug 30, 2006factForm ADV
→ AMSOUTH INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jan 8, 2004 to Apr 16, 2004factForm ADV

Dated events

No dated event names this entity yet.