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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2018-02-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services, Inc. | Columbia | SC | 01/2016 | Present |
1) Executive On Call LLC; 208 Heddon Dr, Lexington SC, 29072; Event Planning Consulting; 50/50 Ownership with spouse; Began 08/01/2014; Event planning; 0 hour/month, 0 hours during trading hours; Compensation is from services provided. Non-Investment Related; Business is not a client of the Firm. 2) St. Peters Evangelical Lutheran Church in Lexington, SC, Chairman of the Stewardship & Finance Committee and board member of the Church's Endowment Board; non-investment related; 1130 St. Peters Rd Lexington, SC 29072; Church committees; 1/1/2022; 2 hours/month outside of trading hours; Prepares attends and leads meetings, no signing rights on any accounts or loans of any kind with the church.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-06 |
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