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James Wesley Page

First Citizens Investor Services, Inc.

Greenville, SC

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
SC RA APPROVED 2026-07-15
  • SC RA
    APPROVED
    Since 2026-07-15

Branch Locations

325 West Mcbee Avenue, Greenville, SC 29601 • United States

8540 Colonnade Center Drive, Raleigh, NC 27615 • 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
Bb&T Greenville SC 12/2004 02/2021
Ascensus Dresher PA 03/2021 08/2022
First Citizens Investor Services Raleigh NC 06/2026 Present
Voya Financial Windsor CT 09/2022 02/2026
Unemployed Greenville SC 03/2026 05/2026
  • 12/2004 → 02/2021
    Bb&T
    Greenville, SC
  • 03/2021 → 08/2022
    Ascensus
    Dresher, PA
  • 06/2026 → Present
    First Citizens Investor Services
    Raleigh, NC
  • 09/2022 → 02/2026
    Voya Financial
    Windsor, CT
  • 03/2026 → 05/2026
    Unemployed
    Greenville, SC
Previous Registrations
  • 2021-07-21 → 2022-09-12
    Ascensus Investment Advisors, Llc
    Greenville, SC
    Needham, MA
  • 2011-03-15 → 2020-12-31
    Bb&T Institutional Investment Advisers, Inc.
    Greenville, SC
  • 2006-01-27 → 2010-11-09
    Bb&T Asset Management, Inc.
    Greenville, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-15
S63 Uniform Securities Agent State Law Examination 2026-03-27
  • S65 Uniform Investment Adviser Law Examination
    2026-06-15
  • S63 Uniform Securities Agent State Law Examination
    2026-03-27
Other Names
  • Wes Page
  • James Wesley Page
  • James Page

View on SEC IAPD

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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · GREENVILLE, SC
FORTIS CAPITAL ADVISORS, LLC · Greenville, SC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GREENVILLE, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
AMERIPRISE FINANCIAL SERVICES, LLC · Greenville, SC
GOEPPER BURKHARDT LLC · GREENVILLE, SC
DBA BIG MONEY RETIREMENT AND BIG RETIREMENT · GREENVILLE, SC

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