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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2017-05-15 |
Branch Locations
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2009-05-27 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services, Inc. | Columbia | SC | 01/2016 | Present |
| First Citizens Asset Management | Columbia | SC | 05/2009 | Present |
1) First Citizens Asset Management, 1230 Main St., Columbia, SC 29201. Investment Advisor Rep, Investment Related, began 1/1/16. 8 hours/month, fee based compensation. 2) Property rental POSITION: Owner/Co-Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2025 ADDRESS: Hilton Head Island SC 29928, United States DESCRIPTION: I own a share of a vacation condo in Hilton Head Island , SC that I am looking to rent unused weeks.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-21 |
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