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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2003-05-30 |
Branch Locations
109 South Franklin Street, Madison, NC 27025 • United States
100 East Tryon Road Mail Code: Dac19, Raleigh, NC 27603 • United States
501 South Main St , Reidsville, NC 27320 • United States
620 Green Valley Rd, Greensboro, NC 27408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services, Inc. | Greensboro | NC | 05/2003 | Present |
| West Way Llc | Oak Ridge | NC | 09/2016 | Present |
| C3P Partners Llc | Oak Ridge | NC | 12/2013 | 07/2021 |
| M&T Properties Llc | Oak Ridge | NC | 06/2018 | Present |
1) West Way LLC; 5203 Harley Stafford Drive, Oak Ridge, NC 27310; Purpose is to purchase, develop rental and/or sale of real estate. Position is partner; activity began 9/27/2016; 1 hrs/month; 0 hrs/month during trading. Not investment related. Duties are to decide with partner what properties to purchase, develop, rent or sell, balance checkbook for LLC, otherwise primarily passive role. Compensation is profits from sale of properties and also rental income. Not investment related. Not a client of FCIS. 2) M&T Properties LLC; 5203 Harley Stafford Dr. Oak Ridge, NC 27310. Nature of business is real estate purchase/development/renovation for the purpose of rental or resale. Position is partner; began 6/14/18; 1 hour per month and 0 during trading hours; non investment related; duties are To decide with partner which real estate is to be purchased, renovated and then either kept for rental purposes or sold. All construction activities to be performed by outside contractors. I will maintain the bank account for the LLC owning the properties in order to pay contractors and balance the checkbook.; Compensation is profit from the sale of renovated properties or rental income; business is not a client of the Firm. 3) Conker Real Estate Holdings, LLC POSITION: Owner/Co-Owner NATURE: Personal/Family Business (DBA, Family Farm, LLC, LLP, Sole Proprietorship, etc.) INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2026 ADDRESS: 8592 Benbow Merrill Road, Oak Ridge NC 27310, United States DESCRIPTION: Family LLC for the purchase, renovation, sale and / or rental of real estate properties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-30 |
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