Jeffrey Scott Hellerstedt

First Citizens Investor Services, Inc.

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Current Employers

First Citizens Investor Services, Inc.

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

Current Registrations

Authority	Category	Status	Date
AR	RA	APPROVED	2023-04-21

AR RA
APPROVED

Since 2023-04-21

Branch Locations

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

Rogers, AR • 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

Organization	City	State	From	To
Arvest Asset Management	Lowell	AR	12/2013	08/2021
First Citizens Investor Services	Raleigh	NC	08/2021	Present

12/2013 → 08/2021

Arvest Asset Management

Lowell, AR
08/2021 → Present

First Citizens Investor Services

Raleigh, NC

Previous Registrations

2014-01-02 → 2021-08-19

Arvest Wealth Management

Lowell, AR
2011-12-19 → 2013-12-20

Cambridge Investment Research Advisors, Inc.

Bentonville, AR
2009-08-10 → 2011-12-20

Centaurus Financial, Inc.

Little Rock, AR

Bentonville, AR
2004-01-06 → 2009-08-07

Next Financial Group, Inc.

Columbia, MO

Columbia, MO
2002-09-24 → 2003-12-31

Cetera Investment Advisers Llc

Columbia, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-02-28

S66 Uniform Combined State Law Examination

2002-02-28

View on SEC IAPD

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William Dean Cotton

Earl Scott Butcher

DAVID JEFFREY HERMAN

JAY DAVID MCKINNEY

BRANDON ALAN WALLS

Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC

FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC

OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC

ADVISORY SERVICES NETWORK · RALEIGH, NC

FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC

WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC

EDWARD JONES · RALEIGH, NC

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