DFX Intelligence
Advisors
Advisors registered through First Citizens Investor Services, Inc.About this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
314 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Travis Scott Wilder dual registrant | First Citizens Investor Services, Inc. BD affiliated | Wilmington, Nc | Sep 27, 2022 | 19 y | 0 | 1 |
| Jay Allen Wilderman dual registrant | First Citizens Investor Services, Inc. BD affiliated | Hendersonville, Nc | Oct 7, 2011 | 18 y | 1 | 1 |
| Christina K Wilson dual registrant | First Citizens Investor Services, Inc. BD affiliated | Palm Beach Gardens , Fl | Jan 15, 2025 | 24 y | 3 | 1 |
| M••••• E•••• W••••• dual registrant | F•••• C••••••• I••••••• S•••••••• I••• BD affiliated | Cayce, Sc | Nov 15, 2024 | 10 y | 0 | 1 |
| K•••••• R•• W••••• dual registrant | F•••• C••••••• I••••••• S•••••••• I••• BD affiliated | Raleigh, Nc | May 22, 2020 | 19 y | 2 | 1 |
| J•••••• P••• W••••••••• dual registrant | F•••• C••••••• I••••••• S•••••••• I••• BD affiliated | Richmond, Va | Oct 9, 2019 | 25 y | 3 | 1 |
| M•••• W••••••••• dual registrant | F•••• C••••••• I••••••• S•••••••• I••• BD affiliated | San Diego, Ca | Sep 18, 2023 | 25 y | 2 | 1 |
| A••••• B•••• W•••• dual registrant | F•••• C••••••• I••••••• S•••••••• I••• BD affiliated | Greenville, Nc | Jun 16, 2025 | 18 y | 0 | 1 |
| D•••••• C•••••••• W••••• dual registrant | F•••• C••••••• I••••••• S•••••••• I••• BD affiliated | Goldsboro, Nc | Mar 1, 2023 | 13 y | 0 | 1 |
| D••••• F••• Y•••• dual registrant | F•••• C••••••• I••••••• S•••••••• I••• BD affiliated | Raleigh, Nc | Jan 12, 2024 | 15 y | 1 | 1 |
| D••••• W• Y• dual registrant | F•••• C••••••• I••••••• S•••••••• I••• BD affiliated | Pasadena, Ca | May 22, 2024 | 20 y | 5 | 1 |
| A•••• M•••••• Z•• dual registrant | F•••• C••••••• I••••••• S•••••••• I••• BD affiliated | Pasadena, Ca | Oct 5, 2023 | 25 y | 5 | 1 |
| Z•••••• M•••••• Z••••• dual registrant | F•••• C••••••• I••••••• S•••••••• I••• BD affiliated | Raleigh, Nc | Nov 1, 2023 | 10 y | 1 | 1 |
| N••••••• Z•••• dual registrant | F•••• C••••••• I••••••• S•••••••• I••• BD affiliated | Boston, Ma | Mar 7, 2025 | 23 y | 1 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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