LEE VANN ERBY is an investment adviser representative (IAR) with state registration records since 2007, appearing at 5 firms. Currently registered with FIRST CITIZENS INVESTOR SERVICES, INC., SVB WEALTH.
| Firm | From | To | Current |
|---|---|---|---|
| SVB WEALTH | 2026-04-21 | present | Yes |
| FIRST CITIZENS INVESTOR SERVICES, INC. | 2025-11-18 | present | Yes |
| CITIGROUP GLOBAL MARKETS INC. | 2024-06-20 | 2025-10-07 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2022-09-06 | 2024-04-10 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2010-08-20 | 2022-07-26 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2009-05-11 | 2009-12-02 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2007-07-20 | 2009-05-12 | — |