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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-01-03 |
Branch Locations
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
128 S Tryon Street, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Raleigh | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Raleigh | NC | 11/2016 | 12/2021 |
| First Citizens Investor Services | Raleigh | NC | 12/2021 | Present |
| First Citizens Asset Management | Raleigh | NC | 07/2026 | 07/2026 |
RENTAL PROPERTY POSITION: Owner/Co-Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2026 ADDRESS: 7766 Pennycress Drive, Leland NC 28451, United States DESCRIPTION: 7766 Pennycress Drive Leland, NC 28451
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-19 |
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