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.

Current firm

FIRST CITIZENS ASSET MANAGEMENT, INC

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 1, 2007earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

3

Registered states

1

Exams

S65|S63

First exam

Dec 13, 2007

First registration

Sep 16, 2010

Dual registered

yes, broker-dealer

IAPD individual key

4764880

• Occurred

  Jun 12, 2025
  Advisor changed firm

  Landon Trent Lea left Arvest Wealth Management for First Citizens Investor Services, Inc. (registered 2025-06-05)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8ef80a6c-45e4-a352-0c0d-4127d67c718b

First observed

Sep 16, 2010

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.