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RIA / WealthAdvisor23 years in industry

JOSEPH ROBERT ZARZYCKI

Advisor at BNA WEALTH

ROCK HILL, SC

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Search this name across graphsid dfx:ria:98d9d2f6-615f-d2f3-73c4-c9a3fc45ed81

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Feb 28, 2003 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: BNA 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 28, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Mar 23, 2015
First registration: Feb 28, 2003
Dual registered: no
Other names: JOSEPH ROBERT ZARZYCKI|JOSEPH ROBERT ZARVCKI|JOE ZARZYCKI
IAPD individual key: 2413127

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
BNA WEALTH	Independent wealth	Jun 20, 2025	n/a	yes	ROCK HILL, SC	Current employment
FIRST CITIZENS ASSET MANAGEMENT, INC	Bd affiliated wealth	May 26, 2022	Jun 13, 2025	no	Charlotte, NC	Previous registration
FIRST CITIZENS INVESTOR SERVICES, INC.	Bd affiliated wealth	Nov 24, 2021	Jun 13, 2025	no	CHARLOTTE, NC\|Raleigh, NC\|RALEIGH, NC	Previous registration
CERITY PARTNERS OCIO LLC	Institutional manager	Mar 15, 2021	Nov 1, 2021	no	NEW YORK, NY	Previous registration
BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.	Former SEC adviser	Apr 21, 2015	Oct 30, 2020	no	POWHATAN, VA\|GREENVILLE, SC	Previous registration
STANCORP INVESTMENT ADVISERS, INC.	Other adviser	Feb 28, 2003	Mar 21, 2006	no	MEDINA, OH	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	BNA WEALTH	Jun 13, 2025	Jun 20, 2025	7	Firm change	RIA to RIA
FIRST CITIZENS INVESTOR SERVICES, INC.	FIRST CITIZENS ASSET MANAGEMENT, INC	Jun 13, 2025	May 26, 2022	-1,114	Firm change after gap	Ibd to RIA
CERITY PARTNERS OCIO LLC	FIRST CITIZENS INVESTOR SERVICES, INC.	Nov 1, 2021	Nov 24, 2021	23	Firm change	RIA to ibd
BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.	CERITY PARTNERS OCIO LLC	Oct 30, 2020	Mar 15, 2021	136	Firm change	Other
STANCORP INVESTMENT ADVISERS, INC.	BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.	Mar 21, 2006	Apr 21, 2015	3,318	Firm change after gap	Other

Relationships

Registered with (6)

→ BNA WEALTHRegistered adviserregistration: current employment
Jun 20, 2025 to presentfactForm ADV
→ FIRST CITIZENS ASSET MANAGEMENT, INCRegistered adviserregistration: previous registration
May 26, 2022 to Jun 13, 2025factForm ADV
→ FIRST CITIZENS INVESTOR SERVICES, INC.Registered adviserregistration: previous registration
Nov 24, 2021 to Jun 13, 2025factForm ADV
→ CERITY PARTNERS OCIO LLCRegistered adviserregistration: previous registration
Mar 15, 2021 to Nov 1, 2021factForm ADV
→ BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.Registered adviserregistration: previous registration
Apr 21, 2015 to Oct 30, 2020factForm ADV
→ STANCORP INVESTMENT ADVISERS, INC.Registered adviserregistration: previous registration
Feb 28, 2003 to Mar 21, 2006factForm ADV

Dated events

Occurred
Jun 13, 2025
Advisor changed firm
Joseph Robert Zarzycki left First Citizens Asset Management, Inc for Bna Wealth (registered 2025-06-20)
Form ADVobserved 5 days ago
Occurred
Jun 13, 2025
Advisor changed firm
Joseph Robert Zarzycki left First Citizens Investor Services, Inc. for First Citizens Asset Management, Inc (registered 2022-05-26)
Form ADVobserved 5 days ago