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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-06-02 |
Branch Locations
128 S Tryon Street, Charlotte, NC 28202 • United States
110 Church Ave, Roanoke, VA 24011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Wilmington | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Wilmington | NC | 11/2016 | 12/2021 |
| First Citizens Investor Services | Raleigh | NC | 05/2022 | 12/2023 |
| First Citizens Bank | Raleigh | NC | 01/2022 | 12/2023 |
| First Citizens Bank | Roanoke | VA | 12/2023 | Present |
| First Citizens Investor Services | Raleigh | NC | 12/2023 | Present |
UNITED WAY OF ROANOKE VALLEY POSITION: Board Member NATURE: Board Position (including at a Non-profit) INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 08/01/2024 ADDRESS: 325 Campbell Ave SW, Roanoke VA 24016, United States DESCRIPTION: Local United Way. Attend two board meetings per month to review the status of the local UW, and then any upcoming events and share ideas to help promote the local UW.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-18 |
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