David Lee Biliter

Current Employers

Employment History

• 09/2012 → 11/2020
  Arvest Asset Management
  Lowell, AR
• 11/2020 → Present
  First Citizens Investor Services
  Raleigh, NC
• 10/2023 → Present
  Svb Wealth Llc
  Boston, MA

Previous Registrations

• 2012-10-04 → 2020-11-09
  Arvest Wealth Management
  Lowell, AR
• 2011-10-11 → 2012-08-23
  Lpl Financial Llc
  Birmingham, AL
• 2007-01-11 → 2011-10-11
  Uvest Financial Services Group, Inc.
  Palm Harbor, FL
  Charlotte, NC
  Palm Harbor, FL
• 2004-04-28 → 2006-08-30
  Amsouth Investment Management Company Llc
  Clearwater, FL
• 2004-01-08 → 2004-04-16
  Amsouth Investment Services, Inc.
  St Petersburg Beach, FL
  Pinellas Park, FL
  Tarpon Springs, FL
  Clearwater, FL
  St Petrsburg, FL
  Tampa, FL
  Gulfport, FL
  Tampa, FL
  Seminole, FL
  St Petersburg, FL
  Seminole, FL
  St Petersburg, FL
  Largo, FL
  St Petersburg, FL
  St Petersburg, FL
  Clearwater, FL
  Clearwater, FL
  Clearwater, FL
  Palm Harbor, FL
  Oldsmar, FL
  Port Richey, FL
  Hudson, FL
  Hudson, FL
  Clearwater, FL
  Safety Harbor, FL
  Clearwater, FL
  Clearwater, FL
  Dunedin, FL
  Belleair Bluffs, FL
  Brooksville, FL
  Spring Hill, FL
  South Pasadena, FL
  Holiday, FL
  Tampa, FL
  Valrico, FL
  Palm Harbor, FL
  Tampa, FL
  Tampa, FL
  Brandon, FL
  Tampa, FL
  Tampa, FL
  Lakeland, FL
  Tampa, FL
  Tampa, FL
  Tampa, FL
  Tampa, FL
  Tampa, FL
  Tampa, FL
  Tampa, FL
  St Petrsburg, FL
  Plant City, FL
  Spring Hill, FL
  New Port Richey, FL
  Lutz, FL
  Tampa, FL
  Trinity, FL
  Winter Haven, FL
  Clearwater, FL
  Winter Haven, FL
  St Petersburg, FL
  Valrico, FL
  Lakeland, FL
  Land O Lakes, FL
  Sun City Center, FL
  Spring Hill, FL
  Brandon, FL
  Tampa, FL
  Lithia, FL
  Tampa, FL
  Riverview, FL
  Tampa, FL
  Clearwater, FL
  Carrollwood, FL

Other Businesses

1) SVB WEALTH, LLC POSITION: Officer/Director NATURE: Board Position (including at a Non-profit) INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/01/2023 ADDRESS: 53 State Steet, 28th Floor, Boston MA 02109, United States DESCRIPTION: Registered Investment Advisor firm that is a wholly owned subsidiary of First Citizens Bank. I have been asked to serve as President.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-08-14

Designations