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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-03-09 |
Branch Locations
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services | Charlotte | NC | 01/2016 | Present |
| First Citizens Bank | Charlotte | NC | 01/2016 | Present |
1) Park Property LLC; 544 Glen Walk Drive, Fort Mill SC, 29708; Owner; Mortgage Receivable from rentals and ensuring payment of mortgage is made from buyer 1-2 hours/month, 0 hours during trading hours; Non-Investment Related; Begin 09/16/2008; Compensation derives from mortgage payments, new rental real estate at Gastonia NC in 2023 under the Park Properties, LLC. 2) United Cerebral Palsy; 1101 West Harbor Drive, Columbia SC, 29169; Board Member - Non-Profit; Help to advocate on behalf of individuals we serve, give guidance on operations of the organization, day care for those with UCP and other disabilities - full home care for older adults with disabilities; Began 03/31/2020; 1-2 hours/month, 0 hours during trading hours; Non-Investment Related; No compensation is received; Business is not a client of the Firm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-24 |
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