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Kevin Mckinley Osborne

First Citizens Investor Services, Inc.

St Petersburg, FL

Raleigh, NC

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Current Employers
First Citizens Investor Services, Inc.

8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-11-06
  • FL RA
    APPROVED
    Since 2023-11-06

Branch Locations

5900 Central Ave, St Petersburg, FL 33707 • United States

100 East Tryon Road Mail Code: Dac19, Raleigh, NC 27603 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sun Trust Bank Bradenton FL 05/2007 01/2019
Suntrust Investment Services Bradenton FL 07/2007 01/2019
First Citizens Investor Services Tampa FL 04/2022 Present
First Citizens Bank Tampa FL 01/2019 Present
  • 05/2007 → 01/2019
    Sun Trust Bank
    Bradenton, FL
  • 07/2007 → 01/2019
    Suntrust Investment Services
    Bradenton, FL
  • 04/2022 → Present
    First Citizens Investor Services
    Tampa, FL
  • 01/2019 → Present
    First Citizens Bank
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-28
S63 Uniform Securities Agent State Law Examination 2007-09-20
  • S66 Uniform Combined State Law Examination
    2023-09-28
  • S63 Uniform Securities Agent State Law Examination
    2007-09-20

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
OSAIC ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.
HORNOR, TOWNSEND & KENT, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
YALE CAPITAL CORP.
VICUS CAPITAL, INC.

Other Investors

WILLIAM LOUIS WATERS
JONATHON E TUFT
DANIEL SCOTT BARE
Salvatore DiNatale
WILLIAM LOUIS WATERS II
JOHN OLIVA
TINA LOUISE BOEVING
SEAN THOMAS REES

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · ST PETERSBURG, FL
OSAIC ADVISORY SERVICES, LLC · ST. PETERSBURG, FL
OSAIC WEALTH, INC. · St. Petersburg, FL
HORNOR, TOWNSEND & KENT, LLC · ST PETERSBURG, FL
EDWARD JONES · St Petersburg, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · St. Petersburg, FL
YALE CAPITAL CORP. · ST. PETERSBURG, FL
OSAIC WEALTH, INC. · ST PETERSBURG, FL

More in St Petersburg, FL

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