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RIA / WealthAdvisordual registered (broker-dealer)24 years in industry

DAVID BOYD LENTZ

Advisor at SVB WEALTH

CHARLOTTE, NC | Charlotte, NC

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Search this name across graphsid dfx:ria:96dfe618-d5d4-9b21-8a08-c8103db2bbe5

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 5, 2011 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: Feb 8, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 1
Exams: S66|S63
First exam: Feb 8, 2002
First registration: Sep 5, 2011
Dual registered: yes, broker-dealer
IAPD individual key: 4484782

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	Apr 22, 2026	n/a	yes	Charlotte, NC	Current employment
FIRST CITIZENS INVESTOR SERVICES, INC.	Bd affiliated wealth	May 18, 2017	n/a	yes	CHARLOTTE, NC	Current employment
FIRST CITIZENS ASSET MANAGEMENT, INC	Bd affiliated wealth	Apr 24, 2017	Dec 7, 2020	no	Charlotte, NC	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Apr 4, 2012	Mar 13, 2017	no	CHARLOTTE, NC\|CHARLOTTE, NC\|CHARLOTTE, NC\|NEW YORK, NY\|CHARLOTTE, NC\|NEW YORK, NY\|CHARLOTTE, NC\|CHARLOTTE, NC\|BOSTON, MA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Sep 5, 2011	Mar 26, 2012	no	CHARLOTTE, NC	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
FIRST CITIZENS ASSET MANAGEMENT, INC	FIRST CITIZENS INVESTOR SERVICES, INC.	Dec 7, 2020	May 18, 2017	-1,299	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	FIRST CITIZENS ASSET MANAGEMENT, INC	Mar 13, 2017	Apr 24, 2017	42	Firm change	Other
WELLS FARGO ADVISORS	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Mar 26, 2012	Apr 4, 2012	9	Firm change	Wirehouse to wirehouse

Relationships

Registered with (5)

→ SVB WEALTHRegistered adviserregistration: current employment
Apr 22, 2026 to presentfactForm ADV
→ FIRST CITIZENS INVESTOR SERVICES, INC.Registered adviserregistration: current employment
May 18, 2017 to presentfactForm ADV
→ FIRST CITIZENS ASSET MANAGEMENT, INCRegistered adviserregistration: previous registration
Apr 24, 2017 to Dec 7, 2020factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Apr 4, 2012 to Mar 13, 2017factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Sep 5, 2011 to Mar 26, 2012factForm ADV

Dated events

No dated event names this entity yet.