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8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Cleveland | OH | 03/2014 | 03/2017 |
| First Citizens Investor Services | Raleigh | NC | 03/2017 | Present |
| First Citizens Asset Management | Columbia | SC | 03/2017 | 09/2020 |
| First Citizens Bank | Charleston | SC | 03/2017 | Present |
| First Citizens Asset Management | Summerville | SC | 04/2023 | Present |
FIRST CITIZENS ASSET MANAGEMENT POSITION: Institutional Business Development NATURE: Investment Advisor for FCAM INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 04/03/2023 ADDRESS: 218 South Main Street, Summerville SC 29486, United States DESCRIPTION: Investment Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-07 |
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