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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-19 |
Branch Locations
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
9465 Wilshire Blvd Suite 800, Beverly Hills, CA 90212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | El Segundo | CA | 09/2015 | 03/2020 |
| Tiaa | El Segundo | CA | 07/2021 | 08/2025 |
| Tiaa-Cref Individual & Institutional Services, Llc | El Segundo | CA | 07/2025 | 08/2025 |
| Union Bank | Los Angeles | CA | 06/2020 | 07/2021 |
| First Citizens Bank | Beverly Hills | CA | 08/2025 | Present |
| First Citizens Investor Services | Raleigh | NC | 08/2025 | Present |
1) RENTAL PROPERTY POSITION: Owner/Co-Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2026 ADDRESS: El Segundo CA 90245, United States DESCRIPTION: Rental Property
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-03-29 |
| S66 | Uniform Combined State Law Examination | 2001-01-29 |
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