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

Feb 19, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

3

Registered states

1

Exams

S66

First exam

Feb 19, 2013

First registration

Jun 9, 2014

Dual registered

yes, broker-dealer

IAPD individual key

5176828

• Occurred

  Aug 5, 2024
  Advisor changed firm

  Kurt Hayes Sims left Arvest Wealth Management for First Citizens Investor Services, Inc. (registered 2024-07-31)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e7fc1fed-cb54-2e27-c9fb-adc8f41cac41

First observed

Jun 9, 2014

Last observed

Sep 14, 2026 6 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.