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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-09-23 |
| TX | RA | APPROVED_RES | 2022-05-16 |
| NC | RA | APPROVED | 2021-11-30 |
Branch Locations
Atlantic Beach, NC • United States
1985 Eastwood Road, Wilmington, NC 28403 • United States
Angier, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services, Inc. | Raleigh | NC | 03/2001 | 11/2021 |
| First-Citizens Bank & Trust Company | Raleigh | NC | 01/1995 | 11/2021 |
| First Citizens Asset Management | Columbia | SC | 07/2018 | 11/2021 |
| Ubs Financial Services, Inc | Wilmington | NC | 11/2021 | Present |
1) Campbell University/ investment related?: no/ 143 Main Street, Buies Creek, NC 27506 / Serve on the Board of Trustees. Participate in quarterly meetings, provide governance and counsel to the University on matters related to the University/ start date: 1/1/2020 2) Name of Business: Flying High LLC./ Address; 110 Braxtonwood Drive Angier North Carolina United States 2750./ Investment Related: Yes./ Nature: Owns Rental Property for Family Members./ Role: Partner./ Duty: Management of Family Real Estate holdings./ Start Date: 8/23/2023./ Time Required: Yes. 3) Victory Outdoor Hunting Club, LLC, Raleigh NCUnited States-27605, Partnership, Hunting Club for recreation.This is a hunting club, formed as an LLC for liability management purposes, Partner, No specifc duties.Its a hunting club. We establish an eannul budget that meets our annual expenses, start date-1/1/2025, Investment related-Yes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-16 |
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