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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2017-04-24 |
Branch Locations
3300 Cumberland Blvd Se, Atlanta, GA 30339 • United States
1212 Main St, Columbia, SC 29201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services, Inc. | Raleigh | NC | 01/2016 | 01/2021 |
| First Citizens Investor Services, Inc. | Raleigh | NC | 01/2021 | Present |
| First Citizens Bank | Greenville | NC | 10/2014 | 12/2020 |
1) Prisma Health Upstate Foundation; non-investment related; Prisma Health Corporate Office 300 East McBee Ave Greenville, SC 29601; a nonprofit organization to help provide healthcare and services to the Greenville and Upstate communities. Officer/Director; Beginning August 1, 2023; 2 hours per month/2 during trading hours; Treasurer, and we provide volunteer services for the hospital and help raise money to fund healthcare programs. 2) 23 WILLIS LLC POSITION: Trustee NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/06/2022 ADDRESS: 23 Willis Ave, Greenville SC 29611, United States DESCRIPTION: I am the trustee of my revocable trust, which owns 23 Willis LLC. This LLC holds one rental property that my son rents from me.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-29 |
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