Lance L. Cibik
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Lance Lowell Cibik, CFP®, CIMA®, who also goes by Lance L Cibik, Lance Cibik, was a registered financial professional .
Lance is a previously registered financial professional and started their career in finance in 2002. Lance had worked at 11 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 9, 2019 - February 17, 2021
BB&T SECURITIES, LLC
May 18, 2016 - December 15, 2023
TRUIST ADVISORY SERVICES, INC.
May 27, 2011 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
May 27, 2011 - December 15, 2023
TRUIST INVESTMENT SERVICES, INC.
September 27, 2010 - April 25, 2011
TEACHERS PERSONAL INVESTORS SERVICES, INC.
July 31, 2008 - October 22, 2009
WELLS FARGO CLEARING SERVICES, LLC
July 31, 2008 - October 22, 2009
WELLS FARGO CLEARING SERVICES, LLC
March 30, 2005 - June 3, 2008
BOFA ADVISORS, LLC
August 26, 2004 - March 30, 2005
COLUMBIA MANAGEMENT ADVISORS, INC.
June 21, 2004 - June 3, 2008
BOFA DISTRIBUTORS, INC.
October 27, 2003 - June 21, 2004
BACAP DISTRIBUTORS, LLC
February 27, 2003 - June 23, 2003
BANC OF AMERICA INVESTMENT SERVICES, INC.
February 27, 2003 - June 23, 2003
BANC OF AMERICA INVESTMENT SERVICES, INC.
December 2, 2002 - January 31, 2003
MORGAN STANLEY DW INC.
October 31, 2002 - January 31, 2003
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
BB&T SECURITIES, LLC
CRD#: 142785 / SEC#: 801-77145, 8-67486
Contact information
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| TRUIST FINANCIAL CORPORATION | SOLE MEMBER | |
| CRAM, BRYAN SCOTT | CHIEF EXECUTIVE OFFICER/BOARD OF MANAGERS | 2723431 |
| HECHTLINGER, SUSAN | CHIEF COMPLIANCE OFFICER/ BOARD OF MANAGERS | 2890466 |
| MCCALLUM, CHARLES FALCONER III | HEAD OF SUPERVISION/BOARD OF MANAGERS | 2697260 |
| RIP, OLGA | PRINCIPAL FINANCIAL OFFICER | 5440553 |
| SPEETJENS, FELICIA ANN | HEAD OF PRODUCT/BOARD OF MANAGERS | 3197366 |
| TYSON, TONYA BELFIELD | PRINCIPAL OPERATIONS OFFICER | 1987448 |
Disclosures
| Regulatory Event | 49 |
| Civil Event | 1 |
| Arbitration | 1 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
