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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-10-06 |
| NC | RA | APPROVED | 2003-01-13 |
Branch Locations
14440 New Falls Of Neuse Road, Raleigh, NC 27614 • United States
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. | Raleigh | NC | 01/2003 | Present |
| Weiss Property Holdings, Llc | Raleigh | NC | 02/2020 | Present |
1)Weiss Property Holdings, LLC, 808 Keith Rd., Wake Forest, NC 27587. Nature of business is to buy real estate and rental property. Position is partner. Began 2/6/2020. 2 hours/month. 0 hours/month during trading. Activity is investment related. Compensation is rental income and real estate appreciation. Not a client of the Firm.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-22 |
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