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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-16 |
Branch Locations
509 E. Nash Street, Louisburg, NC 27549 • United States
2405 Stantonsburg Road, Greenville, NC 27834 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Bank And Trust | Franklinton | NC | 02/2008 | Present |
| First Citizens Investor Services | Raleigh | NC | 01/2016 | Present |
1) Property Rental under Adrian B Woody & Harold W Woody JR POSITION: Owner/Co-Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2024 ADDRESS: 220 Old Watkins Rd, Henderson NC 27537, United States DESCRIPTION: One single rental property. Will have to provide upkeep and maintenance on the home, and I will collect the rent in return
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-29 |
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