Anderson Mitchell

First Citizens Investor Services, Inc.

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Current Employers

First Citizens Investor Services, Inc.

8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-06-12

NY RA
APPROVED

Since 2026-06-12

Branch Locations

11 West 42Nd Street, New York, NY 10036 • United States

53 State St 28Th Floor, Boston, MA 02109 • 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

Organization	City	State	From	To
Morgan Stanley Smith Barney Llc	New York	NY	06/2009	08/2023
Morgan Stanley Private Bank, N.A.	New York	NY	06/2009	08/2023
First Citizens Investor Services	Raleigh	NC	06/2026	Present
First Citizens Bank	New York	NY	06/2026	Present
Unemployed	White Plains	NY	09/2023	04/2024
Habitat For Humanity Nyc And Westchester	New York	NY	05/2024	05/2026

06/2009 → 08/2023

Morgan Stanley Smith Barney Llc

New York, NY
06/2009 → 08/2023

Morgan Stanley Private Bank, N.A.

New York, NY
06/2026 → Present

First Citizens Investor Services

Raleigh, NC
06/2026 → Present

First Citizens Bank

New York, NY
09/2023 → 04/2024

Unemployed

White Plains , NY
05/2024 → 05/2026

Habitat For Humanity Nyc And Westchester

New York , NY

Previous Registrations

2011-01-14 → 2023-09-12

Morgan Stanley

Purchase, NY

New York, NY

Purchase, NY

Purchase, NY

Ft. Lauderdale, FL

New York, NY

Purchase, NY

New York, NY

Purchase, NY

New York, NY

New York, NY

New York, NY

Purchase, NY

New York, NY

New York, NY

New York, NY

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2026-08-21
S66	Uniform Combined State Law Examination	2003-06-13

S63 Uniform Securities Agent State Law Examination

2026-08-21
S66 Uniform Combined State Law Examination

2003-06-13

Designations

Other Names

Anderson Marlon Mitchell
Anderson Marlon Mitchell

View on SEC IAPD

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Other Investors

STEVEN MARC MUEHLGAY

STEPHANIE LYNN FAGENSON

Logan Stephen Michals

JONATHAN HARRY SIEGEL

HAL WILLIAM BROWN

RICCARDO MARIA RAINIERI

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY

P2 CAPITAL PARTNERS, LLC · NEW YORK, NY

KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY

ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY

COMPASS GROUP LLC · NEW YORK, NY

CRESTVIEW PARTNERS · NEW YORK, NY

LEEDS EQUITY PARTNERS · NEW YORK, NY

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